About Us

Independent, certified to British Standard BS 8577, highly qualified financial advisers in Christchurch

MFP Wealth Management is the only Chartered Financial Planners firm in the Christchurch and Bournemouth area, Dorset – located just 200 yards from the picturesque Mudeford Quay. We provide tailored Financial Planning and Wealth Management services to professional private clients and business owners, to help them achieve their deepest aspirations.

Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, so you can be assured you will receive the highest levels of professional advice and service from MFP Wealth Management.

In October 2012 we became the first firm to be awarded the prestigious BS 8577 certification – the new British Standard for financial planning and advisory firms. BS 8577 is the first framework for financial advice and planning services. It requires the consistent delivery of fair, transparent and professional interaction with clients and complements the ISO 22222 certification, which Justin King also holds.

Importantly, it will help consumers seeking financial advice to differentiate from the hundreds of IFA firms. Our clients can have confidence in our ability to consistently deliver a high quality of service because we are adhering to the incredibly high standards of professionalism and technical competence, backed up by robust systems and processes, that British Standard 8577 demands.

We are one of the highest rated IFA firms on Which? Local – the website run by the renowned consumer organisation Which? dedicated to providing members with recommendations, made by Which? members, for traders and services in the UK.

Established in 2010 we were one of three firms nationwide shortlisted for the New Model Adviser Best Young IFA Firm 2012, and we are regularly quoted in the press.

Kathy Roe joined our Business Team as Marketing Director in 2012 working alongside Chartered Financial Planner Justin King.