Business Details
43 Years
experience
Your Trusted Financial Partner in Banstead
Established in 1983, MLP Wealth is a family-run, award-winning wealth management business dedicated to providing independent, client-focused financial planning. Our team of Chartered Financial Planners combines decades of experience with a commitment to delivering knowledgeable, trustworthy advice tailored to individual client needs. We prioritise long-term relationships, ensuring clients receive clear, concise guidance across pensions, tax-efficient investing, inheritance tax planning, and business protection.As a tech-enabled firm, we blend innovation with personal service, supported by a dedicated adviser support team to ensure seamless client interactions. Recognised in the VouchedFor Top Rated Guide since its inception, we remain Banstead's only Top Rated firm, reflecting our consistent client satisfaction and industry reputation.
Services
Retirement Planning
Inheritance Tax Planning
Tax Efficient Investing
School Fee Plans
Equity Release
Cash Flow Planning
Discretionary Portfolios
Venture Capital Trusts
Enterprise Investment
Business Property Relief
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of family business continuity with consistent adviser relationships
- Our team includes Chartered Financial Planners featured in The Times' annual top-rated guides
- We provide dedicated adviser support for seamless client communication and service delivery
- Our investment strategies combine active and passive funds with competitive fee structures
- We maintain Banstead's only Top Rated status in financial advisory services since 2018
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Wealth of knowledge
Tailored investments
Professional and friendly
Trustworthy person
Excellent first meetings
Services
Retirement Planning
We help clients navigate retirement options including personal pensions, SIPPs, final salary schemes, and tax-efficient drawdown strategies. Our advisers assess individual circumstances to create tailored plans that maximise income while minimising tax liabilities. With expertise in state pension optimisation and investment management, we ensure clients achieve financial security in retirement.
Inheritance Tax Planning
Our specialists develop strategies to mitigate inheritance tax liabilities through business property relief, trust structures, and lifetime gifting. We combine investment solutions with legal coordination to preserve wealth across generations. From simple wills to complex estate arrangements, we ensure your assets transfer according to your wishes.
Tax Efficient Investing
We offer investment solutions across ISAs, venture capital trusts, and enterprise investment schemes. Our in-house portfolios balance active and passive funds with risk-appropriate asset allocation. With competitive fees and regular rebalancing, we help clients grow capital while minimising tax exposure through strategic wrapper selection.
Equity Release
Our advisers explain equity release options including lifetime mortgages and home reversion plans. We assess suitability based on individual circumstances, ensuring clients understand implications for means-tested benefits and inheritance. We work with specialist providers to find competitive rates that meet specific financial objectives.
Discretionary Portfolios
We provide professionally managed portfolios tailored to risk profiles and investment goals. Our strategies combine active fund selection with passive index exposure, regularly reviewed for performance and market changes. With transparent fee structures and income generation options, these portfolios suit clients seeking expert investment management.
People
Paolo Standerwick
Founder
Established MLP Wealth in 1983, Paolo brings over 40 years of financial planning experience. His client-focused approach and expertise in tax-efficient savings have earned multiple top-rated adviser accolades.
Paul Standerwick
Director
Chartered Financial Planner with 20+ years' experience specialising in equity release and retirement income strategies. Featured in The Times' top-rated advisers since 2018.
Sen Standerwick
Director
Chartered Financial Planner focusing on pension consolidation and investment management. Recognised for expertise in tax-efficient savings structures and business protection strategies.
James Annely
Financial Planner
Independent adviser with specialist knowledge in school fee planning and intergenerational wealth transfer. Provides tailored solutions for high-net-worth families.
Katie Ross
Financial Planner
Focuses on cash flow modelling and retirement income planning. Combines technical expertise with clear communication to help clients achieve financial security.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, inheritance tax mitigation, school fee strategies, equity release solutions, and business protection tailored to individual circumstances.
How are investment decisions made for clients?
Recommendations consider your risk profile, investment horizon, tax position, and financial objectives using both in-house portfolios and specialist products.
What makes your firm different from other advisers?
As a family business since 1983, we combine continuity with innovation, offering consistent adviser relationships and tech-enabled service delivery.
How do you support clients during implementation?
Each client works directly with a qualified adviser supported by dedicated case management teams for seamless execution of financial plans.
What investment options are available?
We offer in-house diversified portfolios, discretionary managed funds, venture capital trusts, enterprise investment schemes, and business property relief opportunities.
Reviews (1)
John Roullier
Feb 26, 2018
Report
They helped me understand my pension pot & savings in great detail, and developed a really detailed retirement plan for me. They were very professional and friendly and didn't use jargon, just explained in real terms what I could expect my income to be in later life and how I can improve it. Highly recommended.
