Founded on the principles of trust, integrity, and personalised service, Municipal Financial Planning has grown into a wealth management firm serving clients across London and Essex. Our mission is simple: to help individuals, families, and businesses achieve their lifelong financial ambitions through clear, strategic, and bespoke advice. Since our inception, we have remained committed to delivering exceptional client care and fostering long-term relationships built on transparency and understanding. We believe that effective financial planning is not just about numbers, it’s about helping people realise their aspirations and secure their future.

Our founder, David Bean, has been immersed in the financial sector for most of his adult life. From his early experience working in banking to his time trading in Canary Wharf, David developed a deep appreciation for how financial markets operate and how strategic advice can change lives. After qualifying as a Financial Adviser in 2008, David recognised that he could make a greater impact by creating a firm that placed clients and community at its heart. This vision led to the establishment of Municipal Financial Planning in 2013.

In recent years, Municipal Financial Planning has expanded its team and continues to grow with each Adviser bringing their own expertise and experience across investment management, retirement and estate planning, and corporate financial strategy. Their addition has strengthened our ability to provide comprehensive, forward-thinking advice tailored to the diverse needs of our clients.

Together, the advisory team continues to uphold Municipal Financial Planning’s truly personal approach, ensuring our clients and their families remain supported at every stage of their financial journey.