Photograph
Adviser
Name to follow
Role · Qualifications
Professional biography to be added once approved.
LinkedIn to followAbout M&C
Financial advice that starts with understanding you.
Our purpose is to make financial planning clearer, more personal and easier to act upon.
Our story
About M&C Financial Planning
M&C Financial Planning is an independent UK advisory firm working with individuals, couples and families to bring clarity to their pensions, retirement plans and investments.
We take a personal, relationship-led approach: taking time to understand each client's circumstances, priorities and goals, and building recommendations that reflect them.
Whether you are organising your finances for the years ahead, preparing for retirement or already retired, we work alongside you to make each financial decision feel considered and clear.
Our approach
Three principles guide every conversation
Listen before advising
We start every relationship by understanding what matters to you.
Explain everything clearly
Plain-English guidance so every recommendation feels informed.
Build for the long term
Advice designed to adapt as your life and priorities change.
Personal relationships
A personal advisory relationship
Working with a focused, relationship-led financial planning firm means your adviser understands the full picture — your circumstances, priorities and the plan behind every decision.
There is real value in continuity. Meeting the same adviser year after year means the advice you receive continues to reflect the life you're living.
The team
Adviser profiles
Full adviser profiles will be published here once the team's biographies and qualifications have been supplied and approved.
Photograph
Adviser
Name to follow
Role · Qualifications
Professional biography to be added once approved.
LinkedIn to followPhotograph
Adviser
Name to follow
Role · Qualifications
Professional biography to be added once approved.
LinkedIn to followWhy clients choose M&C
Reasons clients stay with us
01
Clear communication
02
Independent advice
03
Retirement planning focus
04
Ongoing support
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.