Municipal Financial Planning was established in 2011. Its Principal, David Bean, accepted an invitation to join St. James's Place. Prior to this, the Practice was operating as an IFA.

Municipal Financial Planning covers the City of London and the Essex areas.

Addressing your straightforward financial planning issues and resolving your complex ones is exactly what we do, making it easier for you to understand and manage your wealth.

Off-the-shelf solutions don't work and experience shows every single client has uniquely personal concerns, requirements and ambitions.

Recognising this in all our dealings with you helps to build strong, long-lasting and practical relationships.

We have access to exceptional expertise through the resources of St. James's Place meaning you can benefit from a diverse skill and knowledge base.

All these resources can be put to use to help your planning be as effective as possible, providing you with a clear picture of progress towards your financial goals while targeting actions to address your particular concerns.

Planning Your Retirement

Retirement is simply about accumulating sufficient assets. Whether you decide to ease your way into it or stop working altogether, the key is to do so in ways that fit with your plans. We’ll design strategies to maximise your opportunities.

Generation to Generation

Use of mainstream planning to help your personal or family wealth pass efficiently from generation to generation delivers peace of mind. Our experience, sensitivity and understanding of the options in this complex area means we can work with all parties to formulate solutions that work for you.

Tax Planning

It is absolutely vital that effective tax planning forms part of your wealth management strategy, yet it is surprising how often it is omitted.

We will incorporate tax planning in your solutions, helping you keep more of the money you make.

Contingencies

Cash reserves, later-life funding and family security are often poorly planned or even disregarded. Our holistic approach ensures simple and practical solutions show you how to combat the risk of unforeseen factors thwarting your planning.

A message from our Founder

David has been in finance in one form or anther for most of his adult life, from working in his bank to trading in the Canary Wharf David has always been in a financial industry. After Qualifying as a Financial Adviser in 2008, David soon realised he could help more clients through building his company Municipal Financial Planning was established in 2013 to help people and businesses achieve their true lifelong ambitions, as well as to support talented young people struggling to find an opportunity in wealth management.

Since then, Municipal Financial Planning has grown to be a highly successful UK wealth advisory firm. Our Advisers continue to help thousands of people and businesses to achieve the goals that are most important to them in life.  

“We are a team of talented, dedicated individuals drawn together by a shared vision, helping you to redefine wealth and achieve those goals that are most important.”

David Bean, Founder