MPL are independent financial advisers which mean we have access to the whole market. We provide a high quality professional financial planning service and are totally focused on delivering a caring, proactive and personalised financial planning service to individuals and their families. We are a team of qualified professionals with complementary skills and expertise who have worked within the financial services industry for many years.
MPL combines investment management, advanced wealth structuring and relationship management. We help our clients achieve their financial objectives. The investment managers at MPL work in tandem with the financial advisers and have a deep knowledge of investment principles, tax rules, and wealth structuring and understand the issues which affect our clients. This knowledge, combined with our experience creates collective wisdom being the cornerstone of what makes us different.
Our Mission Statement
We work with clients and their professional advisors to examine and establish the clients’ needs. Understanding the client is always paramount.
Our role is then to offer a series of options to satisfy the clients' requirements – and consider investment risk tolerance. We represent the client in all negotiations and offerings to implement agreed strategies.