Directors Matthew and Paul worked together for a firm of Independent
Financial Advisers for almost 10 years before that company’s director announced
his plans to retire and close the company.
Not wanting to see the firm’s many clients lose their advisers Matthew
and Paul set up MKFP Ltd and agreed to take over ongoing servicing of many of
their previous employer’s clients. With a combined total of over 40 years of experience
in financial services as employees it was finally time to “go it alone”!
The number of clients wanting to join them in their new
venture is testament to the quality of service and advice offered by Matthew
and Paul over the years.
MKFP Ltd prides itself on putting clients first and
communicating in a jargon free and personal manner.
Clients regularly say how
easy MKFP Ltd are to deal with and how much more they understand things after speaking
with our advisers.
An initial telephone consultation is offered to prospective new clients, at no cost to them. There is no charge for this initial meeting and no obligation on either side. Should this first meeting indicate we are able to assist with your needs and objectives, we will agree with you how we will be paid for the services we provide. The discussion will cover the terms of the amount or hourly rate and the timing of the payment, which could be upfront, when you invest, over a period of time while we provide a service to you, or a combination of these. We will also tell you if you have to pay VAT and if there are other costs that might arise in connection with the services we provide to you. A schedule of our fees is available on request, but by way of illustration, initial fees usually vary between 3% and 5% of the amount to be invested. Meanwhile, the standard charge for our ongoing services is 0.5% of the value of investments. In some cases, we may carry out work on a fixed fee basis. The fees we charge will be a matter for discussion and agreement and no charges will be made without prior notification in writing. One of our primary goals is to provide our clients with a clear and explicit value for money fee proposition.
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