Business Details
43 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 1983, MLP Wealth is a family-run, award-winning wealth management business dedicated to forging long-term relationships with clients. Our fundamental goal is to provide financial peace of mind through bespoke services rooted in integrity and trust. As a tech-enabled family business, we prioritise client objectives, professional service, and community engagement while creating an environment for employees to thrive. Our team combines decades of collective experience with a commitment to excellence, ensuring clients receive knowledgeable and trustworthy guidance tailored to their unique circumstances.We pride ourselves on our enthusiastic, client-centric approach and our ability to deliver simple solutions to complex financial challenges. As Banstead's only Top Rated firm in the VouchedFor Guide, we maintain a strong industry foothold with long-standing clients while continuing to grow sustainably.
Services
Retirement Planning
Inheritance Tax Planning
Tax Efficient Investing
Equity Release
Cash Flow Planning
School Fee Plans
Discretionary Managed Portfolios
Venture Capital Trusts
Business Property Relief
Details
- Year established: 1983
Highlights and features
- Family-run business with 40+ years of industry experience since 1983
- VouchedFor Top Rated firm featured in Times annual guides since 2018
- Personalised approach with dedicated qualified advisers for every client
- Tech-enabled solutions combined with traditional client relationship values
- Proven track record managing complex financial situations across UK regions
Associations and certifications
- Financial Conduct Authority
What people say
Wealth of knowledge
Tailored my investments
Real professional
Easy to talk to
Trustworthy person
Services
Retirement Planning
We help clients navigate retirement planning complexities through personal pensions, SIPPs, and drawdown strategies. Our advisers explain state pension entitlements while creating tax-efficient withdrawal plans. With expertise in final salary schemes and investment bonds, we ensure clients maximise their retirement income while maintaining financial security.
Inheritance Tax Planning
Our specialists develop strategies to protect family wealth using business property relief, venture capital trusts, and enterprise investment schemes. We help clients structure their estates to minimise tax liabilities while ensuring smooth asset transfers to beneficiaries through legally compliant frameworks.
Tax Efficient Investing
We offer ISAs, investment bonds, and general accounts with tailored risk profiles. Our in-house portfolios since 2014 combine active and passive funds with regular rebalancing. Clients benefit from competitive fees and diversified strategies suitable for larger investment holdings across different risk levels.
Equity Release
Our advisers help clients access property wealth through regulated equity release schemes. We explain product pros and cons, find suitable providers, and ensure clients understand implications while maintaining financial security during retirement years.
Cash Flow Planning
We create comprehensive cash flow models integrating pensions, investments, and property assets. Our planning considers tax positions and investment horizons to ensure sustainable income throughout retirement while maintaining flexibility for changing circumstances.
People
Paolo Standerwick
Founder
Established MLP Wealth in 1983 with over 40 years' experience. Recognised in Times top-rated advisers, Paolo specialises in long-term pension planning and wealth management solutions for private clients.
Paul Standerwick
Director/Chartered Financial Planner
Chartered Financial Planner with expertise in equity release solutions. Featured in Times top-rated guides, Paul provides reassuring advice during complex financial decisions while maintaining client trust.
Sen Standerwick
Director/Chartered Financial Planner
Specialises in tax-efficient savings strategies and pension options. Combines technical expertise with clear communication to help clients make informed investment decisions aligned with their financial goals.
James Annely
Independent Financial Planner
Provides comprehensive financial planning solutions with focus on client education. Helps clients understand complex investment options while maintaining transparent communication throughout the advisory process.
Katie Ross
Independent Financial Planner
Delivers personalised investment strategies with emphasis on client understanding. Specialises in explaining risk profiles and investment options to help clients make informed financial decisions.
Questions
What financial planning services do you offer?
We provide retirement planning, inheritance tax solutions, tax-efficient investments, equity release, cash flow planning, and school fee strategies tailored to individual circumstances.
How does your advisory process work?
Each client works directly with a qualified adviser who creates personalised financial strategies based on risk profile, objectives, and investment horizon using our proprietary methodology.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA Register No: 413308) with strict compliance protocols.
Do you serve clients outside Banstead?
We work with clients across Surrey, Oxfordshire, Middlesex, Kent, Hampshire, and Berkshire, providing both in-person and remote advisory services.
What makes your investment approach unique?
Our in-house portfolios combine active and passive funds with regular rebalancing, offering competitive fees and strategies for different risk levels since 2014.
