Welcome to MJP Wealth Management
Building lasting relationships with our clients, we provide them with personalised advice, guide them to better financial choices and help them achieve their financial goals. We add value to our clients through a process of ongoing review and offer a comprehensive range of services such as corporate financial planning, legal support, mortgages and pensions and investments advice. If you’d like to learn more about what MJP Wealth Management can do for you, please get in touch via our contact form below, call us or drop in to our offices, conveniently located in Bury.
“Now I understand the importance of changing investment strategy to reduce risk as retirement draws closer”
Meet the team
Our emphasis is firmly on offering straight talking and practical advice, which guides our clients through the complex financial landscape.
Michael Parry
Director
Mike has over 35 years' experience in financial services and acts as Account Manager for some of our large corporate clients. He has been successful in helping businesses and their owners achieve their financial goals and aspirations. Developing and maintaining long term relationships has been key to his success.
Christian Pepper
Director
Christian is the founder of The Financial Options Group and has more than 30 years’ experience in financial services. Dedicated to delivering only the best service to each and every client, Christian has helped thousands achieve their financial goals and aspirations. In addition to helping companies and individuals create strategies for building significant wealth, he has also, through robust property investment, built a number of multi-million pound portfolios.
Sarah Kendall
Director
Possessing extensive experience in financial advice, Sarah is responsible for business strategy and management in her dual role asDirector and Financial Adviser. Multi-tasking is second nature for Sarah, who builds business efficiency and advises clients in all areas of financial planning; she assists individual and corporate clients alike.
Get in touch
Stoneholme. 42 High Street
Walshaw, Bury, Lancashire
BL8 3AN
t : 0161 764 9944
f : 0161 764 9955
e : info@mjpwm.co.uk
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Quilter
SUNDERLAND
SR43 4JP
Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626
You can find more information by visiting the Quilter Financial Planning website:
Contact Quilter Financial Planning | Quilter
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk
MJP Wealth Management Ltd is registered in England and Wales. Company Number 08755087. Registered Address America House, Rumford Place, Liverpool, England, L3 9DD.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
MJP Wealth Management Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://www.fca.org.uk/firms/financial-services-register) under reference 440703 and 440718.
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