MLP Wealth

What MLP Wealth does

MLP Wealth Management Ltd is a family-owned, independent Chartered financial planning firm headquartered in Banstead, Surrey, with a recently opened London office. Founded in 1983 by Paolo Standerwick, the firm is now led by his sons Paul and Seán Standerwick as Directors, alongside advisers James Annely and Katie Ross, supported by a wider team of approximately 10-20 staff including client relationship, administrative, and trainee positions. The firm is FCA-authorised (Register No. 413308) and Cyber Essentials certified.

MLP Wealth provides a unified suite of advisory and investment services rather than a technology platform. Core services include retirement planning, inheritance tax planning, protection planning for families and businesses, tax-efficient investing, equity release, school fee planning, and cash flow planning. The firm supplements advisory work with proprietary investment offerings including In-House Portfolios, Discretionary Managed Portfolios across multiple risk levels, and access to specialist tax-efficient vehicles such as Venture Capital Trusts (VCTs), Enterprise Investment Scheme (EIS), and Business Property Relief (BPR) products. Additional services include Will Writing and Lasting Powers of Attorney, plus a secure Client Portal for online account access. The technology stack is industry-standard third-party software with no proprietary AI or platform components.

The business operates a fee-based independent advisory model, generating recurring revenue through ongoing advice and portfolio management fees on assets under management (AUM), which exceeded £250 million as of early 2026, up from approximately £20 million previously. The stated target is £1 billion in AUM. Distribution is direct-to-client through face-to-face consultations at the Banstead and London offices, plus remote consultations, with lead generation driven by content marketing, podcast appearances, VouchedFor verified reviews (697+ at 4.9/5), and community engagement. Primary customer segments are private individuals (HNW families), business owners seeking tax-efficient strategies, and corporate clients, all served within England.

Name

MLP Wealth

Legal name

MLP Wealth Management Ltd

Website

https://mlpwealth.co.uk

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

MLP Wealth Management Ltd is a family-owned, FCA-authorised independent Chartered financial planning firm in Surrey and London, offering retirement, inheritance tax, and investment advisory services plus discretionary and tax-efficient investment products to private and corporate clients across England.

Ownership category

akta.pro rank

Headquarters

HQ city

Banstead

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-based independent financial planning services including retirement planning, inheritance tax planning, investment management, protection planning, and wealth management for private and corporate clients. Revenue generated through advisory fees, portfolio management fees, and potentially commission on financial products.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

MLP Wealth is an independent Chartered Financial Planning firm that delivers holistic, fee-based financial advice to private individuals, business owners, and corporate clients. Core services encompass retirement planning, inheritance tax planning, tax-efficient investing, family and business protection, equity release, school fee planning, and cash flow modelling, supplemented by managed investment solutions (In-House and Discretionary Managed Portfolios) and tax-efficient investment vehicles (VCTs, EIS, BPR).

Product overview

MLP Wealth is an Independent Chartered Financial Planning firm offering a unified suite of financial advisory services rather than a modular software platform. Their core services include retirement planning, inheritance tax planning, family and business protection, tax-efficient investing, equity release, cash flow planning, and school fee planning. They supplement advisory services with proprietary investment products including Discretionary Managed Portfolios and In-House Portfolios, as well as tax-efficient investment solutions such as Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS), and Business Property Relief (BPR) products. Additional services include Will Writing and Lasting Powers of Attorney. The firm operates primarily through direct client relationships supported by a secure Client Portal.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Comprehensive retirement planning service helping private clients achieve financial security and sustainable income throughout retirement, including pension consolidation and decumulation strategies.
• Inheritance Tax Planning Strategic planning service to minimise inheritance tax liabilities and efficiently pass wealth to the next generation, including trusts, reliefs, and estate structuring.
• Protecting Your Family And Business Protection solutions for families and business owners covering life insurance, critical illness cover, and succession planning.
• Tax Efficient Investing Investment strategies designed to maximise tax efficiency using ISAs, pensions, capital gains tax planning, and other tax wrappers.
• Free Financial Health Checks & Investment Reviews Complimentary financial health assessments and investment portfolio reviews to evaluate a prospective client's financial position.
• School Fee Plans Financial planning solutions to help parents and grandparents save and fund school fees effectively.
• Equity Release Advice on unlocking property wealth to provide retirement income while maintaining home ownership.
• Cash Flow Planning Cashflow modelling and planning to ensure sustainable income throughout retirement and across life events.
• In House Portfolios Proprietary investment portfolios managed directly by MLP Wealth's advisory team.
• Discretionary Managed Portfolios Professionally managed investment portfolios offering bespoke or model portfolio options across different risk levels, with strict risk controls, expert management, and regular rebalancing.
• Venture Capital Trusts (VCTs) Specialist tax-efficient investment vehicles offering 20% upfront income tax relief and tax-free dividends, targeted at investors with high-risk tolerances who are fully tapered on pension contributions.
• Enterprise Investment Scheme (EIS) Specialist tax-efficient investment vehicles offering 30% income tax relief, capital gains deferral, and Business Relief after two years for inheritance tax purposes.
• Business Property Relief (BPR) Investment products allowing investors to reduce inheritance tax liabilities to zero in two years, with some products including life insurance to ensure relief from day one.
• Will Writing and Lasting Powers of Attorney Service Legal document preparation services for wills and lasting powers of attorney, managed by adviser Katie Ross.

Quantifiable outcome

• 847 verified top reviews on VouchedFor platform
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• QuiltercoreTechnology or IntegrationQuilter is the largest model portfolio service (MPS) provider in the market and recognized as one of the best pension providers. MLP's investment committee and advisers attended Quilter investment events. Research highlights Quilter's MPS as a standout provider. MLP partners with Quilter for investment management solutions.
• Banstead Bowls ClubminorOthersMLP sponsors Banstead Bowls Club. Team participated in bowls lesson and competition with the club. Community partnership for local engagement.
• Banstead Veterans' HubminorOthersMLP donated proceeds from raffle tickets at Banstead May Fayre to Banstead Veterans' Hub. Community charitable support.
• Banstead VintnersminorOthersLocal independent wine supplier who provided wine for MLP client wine tasting evening event.
• VouchedForcoreGTM or Marketing PartnerVouchedFor is a verified review platform for financial advisers. MLP featured in VouchedFor Top Rated Guide distributed by Times and Telegraph. Platform enables clients to leave honest feedback. 697+ verified reviews with 4.9/5 rating.
• Banstead Business Network (implied)minorOthersActive in local Banstead/Surrey business community. Participates in local events including May Fayre, sponsors local activities.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Emerging players

• Bestinvest (from hl/ group): UK online and advised investment platform offering discretionary managed portfolios, financial planning, and advice to retail and HNW investors. Comparable portfolio and investment offering, with growing overlap in the digital-and-advice hybrid model MLP provides via its client portal.

Broad incumbents

• Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and advice to HNW individuals, families, and charities. Directly comparable in offering investment, retirement, and IHT planning services, but at significantly greater AUM scale and with a national footprint.
• Schroders Personal Wealth: UK wealth management joint venture combining Schroders' investment capabilities with Lloyds Banking Group's client base, providing financial planning and investment advice to affluent and HNW individuals. Comparable client segment with broader institutional backing.
• Brewin Dolphin (now part of RBC Wealth Management): UK wealth manager providing discretionary investment management and financial planning to private clients, intermediaries, and charities. Comparable service mix (investment, retirement, IHT planning) for HNW individuals, but operating at much larger AUM scale following RBC acquisition.
• Quilter Private Client Advisers: UK wealth management business operating both a platform and a national adviser network providing investment, retirement, and IHT planning. Already a strategic investment partner of MLP Wealth; comparable in client base and product suite though significantly larger.
• Hargreaves Lansdown: Largest UK retail investment platform offering ISAs, pensions, funds, and shares to a broad investor base including affluent clients. Comparable as a destination for UK retail/HNW investment capital, though MLP competes via personal advice rather than direct-to-consumer platform.
• St. James's Place: Largest UK wealth management group with a nationwide adviser network offering investment, retirement, and IHT planning to affluent and HNW individuals. Comparable in target client base and service breadth, though materially larger and structured around restricted/partnership advisers rather than independent planners.

Direct peers

• Tilney (now Evelyn Partners) / Smith & Williamson: UK wealth and professional services firm offering investment management, financial planning, and tax advisory services to HNW individuals and entrepreneurs. Comparable boutique-to-mid-market independent advisory positioning serving similar client segments.
• Charles Stanley: UK wealth manager providing investment management, financial planning, and advice services to private clients, trusts, and charities. Closely comparable as a mid-sized UK-based independent wealth manager with HNW focus and discretionary portfolio offerings.
• Evelyn Partners: UK wealth management and professional services firm offering independent financial planning, investment management, and tax services to HNW private clients and entrepreneurs. Closely comparable business model, client segment, and chartered advisory positioning to MLP Wealth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/mlp-wealth
• Xx.com/mlpwealth
• Facebookfacebook.com/MLPWealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MLP Wealth