Money Advice and Planning Ltd

Independent Financial Adviser  Broadmoss Avenue, Glasgow, G77 5SS
First meeting at adviser's own cost
We invest your money as if it were our own.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Mr James McCallum
About us

Quality of service, trust and transparency are just a few of our core values here at Money Advice & Planning Ltd (MAP). We are Glasgow based Independent Financial Advisors with franchises throughout the UK. The key services we offer are Financial Advice, Financial Planning and Investment Services. The product sectors we specialise in are Pensions, savings and Investments, Mortgages and Life cover and protection Insurance. We believe Financial Advice and planning should never be a "one size fits all" approach and in order to understand you and your goals we offer a free, no obligation, initial meeting. This allows us to fact find all the information we require to start providing you with first class advice and planning.
Where ever you are on your financial journey, MAP will work with you on an ongoing , long term basis to ensure you reach your financial destination.

Our services

What we do really well at MAP is make our clients money work harder for them. Our process has been refined over many years and is a proven successful formula. Well, it's not actually rocket science, here's how it works:

1. Select - Based on your attitude to risk, we select a range of funds for you from our recommended funds list (RFL)
2. Review - we review the performance of the funds every quarter and remove under performing funds from our RFL
3. Switch - Under performing Investments are then switched back into our RFL, with your permission.
Simple!

Where to find us
Head office address: Broadmoss Avenue, Glasgow, G77 5SS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022

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