MMP Financial Planning

MMP Financial Planning - Independent Financial Planning

Welcome to MMP Financial Planning, a firm dedicated to providing independent financial planning services to clients in Broadstairs, Ashford, Whitstable, Tenterden, and the wider Kent area. At MMP Financial Planning, we pride ourselves on delivering a service that puts your needs at the heart of everything we do. We are not tied to any financial services product provider, which means we are under no pressure to recommend particular products or providers. In many cases, our advice is not about products but about financial planning and management.

Our team of highly qualified and experienced advisers are committed to helping you maximise your resources, manage your risks, and achieve your financial goals. We can help you identify your needs, goals, and aspirations, and provide you with specific and quantifiable financial plans to help you achieve the outcomes you deserve. If you require a pension, investment, or insurance product, we can research the whole market and make recommendations of suitable products and providers to meet your needs. We can also help you monitor and manage your financial arrangements to ensure they remain relevant and competitive.

Authorised and Regulated

MMP Financial Planning is a member of Validpath Ltd, a network of like-minded "Independent" advisory firms. We combine resources and expertise to ensure we stay at the forefront of our profession, and Validpath Ltd is authorised and regulated by the Financial Conduct Authority. Our firm's reference number is 615780.

Highly Qualified and Experienced Advisers

All investment advisers are required to meet a minimum qualification standard before being able to advise, but our advisers are qualified well above the minimum and have decades of experience. Please see "About our people" for more details.

Initial Consultation - No Charge

To help you decide if we are the right financial adviser for you, we offer an initial consultation, either a meeting or a telephone consultation, depending on your preference. Once we understand the scope of the work, we can give you an estimate of costs and payment methods. Please see our "Services and Charges" document for an idea of typical charges.

Services Tailored to Your Needs

We prefer working with clients on a long-term basis and most of our clients require a level of proactive ongoing service from us to ensure opportunities are not missed and their finances are well maintained. Our service is designed to be attractive to investors who live in Kent/South East London and require a face-to-face and long-term relationship with their financial adviser. It is also possible for us to act as your agent in a single transaction if your needs are simple and this is your preference. Please see "Our Services and Charges" document for an idea of typical charges.

Privacy Policy

For quality assurance and training purposes, please be advised that all calls with us are recorded. MMP Financial Planning Ltd company registration number is 8443255 MMP Financial Planning Ltd is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority. Our firm's reference number is 615780.