Welcome to Municipal Financial Planning

At Municipal Financial Planning, we provide bespoke wealth management advice to private and corporate clients in and around the London and Essex areas. The advice we provide is tailored to meet your personal needs and your business objectives.


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SJP Approved 23/01/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Municipal Financial Planning is a trading name of David Bean Wealth Management Ltd. David Bean Wealth Management Ltd is registered in England and Wales, Number 07554336. Registered Office: 1 Rutland Approach, Hornchurch, Essex, RM11 3EP.