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M&C Financial Planning
Independent Financial Planning

Clarity today.
Confidence for tomorrow.

Straightforward, independent financial advice designed around your life, your priorities and the future you want to build.

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Start with a friendly, no-obligation conversation.

A financial adviser meeting with a couple in a bright, contemporary office

Advice built around you

  • Clear explanations
  • Personal recommendations
  • Long-term support
  • Independent advice
  • Clear, plain-English guidance
  • Personal financial planning
  • Long-term relationships
Our purpose

Financial planning should make life feel clearer.

At M&C Financial Planning, we take time to understand where you are today, what matters to you and what you would like your future to look like. We then help you make informed financial decisions with clarity and confidence.

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Our services

Advice for life's important financial decisions

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01

Pensions

Understand, review and organise your pensions with advice aligned to your retirement goals.

Explore Pension Advice
02

Retirement Planning

Build a clear plan for when you can retire, the income you may need and the lifestyle you want.

Plan Your Retirement
03

Investment Advice

Develop a considered, diversified investment strategy based on your goals, timeframe and attitude to risk.

Explore Investment Advice
Financial life stages

Wherever you are in your financial journey

Building and organising wealth

Bring structure to your savings, investments and long-term financial priorities.

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What to expect

A clear process, from the first conversation onwards

  1. 01

    Initial Conversation

    We begin by learning about you, your concerns and your financial priorities.

  2. 02

    Understanding Your Position

    We review the information that matters and build a clear picture of where you are today.

  3. 03

    Personal Recommendations

    We explain your options and present advice designed around your circumstances.

  4. 04

    Ongoing Support

    We continue to review your plan and help it adapt as your life changes.

See What to Expect
Why M&C

Financial advice built on understanding

We're relationship-led, personal and committed to making financial planning easier to understand. Everything we do starts with a conversation and continues as your circumstances evolve.

  • Straightforward communication

    Plain-English advice with no jargon, so every decision feels informed.

  • Independent financial advice

    Recommendations built on your circumstances, not on product targets.

  • Personal, long-term relationships

    A partnership that adapts as your life, priorities and family change.

  • Advice shaped around your life

    Financial planning that reflects what matters most to you.

Common questions

Answers to help you start

A few of the questions we hear most often from people considering working with a financial planner.

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The first meeting is a relaxed conversation. We take time to understand your circumstances, priorities and any concerns you may have, and explain how we could help. There is no obligation to proceed.
Yes. The initial conversation is offered without charge or obligation so we can understand your needs and you can decide whether working together feels right.
Our charges depend on the nature and complexity of the advice and services required. All applicable fees will be explained clearly and agreed with you before any work begins.
Yes. Reviewing existing pension arrangements is a common starting point. We will look at what you have, how it is structured and how it fits with your goals before making any recommendations.
Yes. Many clients choose an ongoing relationship so their plan can adapt as their circumstances, priorities and legislation change over time.
Start the conversation

Your financial future starts with a conversation.

Speak with an adviser about your pensions, retirement plans or investment goals.

Book an Initial Conversation Call 020 3890 5800