Money Advice & Planning Ltd

Independent Financial Adviser  37 High Street, HORNCASTLE, Lincolnshire, LN9 5HP
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FCA authorised
Last authorised 1st March 2021
We invest your money as if it was our own.
We can advise you on
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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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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
Meet our advisers
MR James Rolfe
About us

Quality of service, trust and transparency are just a few of our core values at Money Advice & Planning Ltd (MAP). We are 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.
Why not contact us today and start your journey:
Email: <email address hidden>
Telephone: <phone number hidden>
Web: <url hidden>

Our services

MAP makes our clients money work hard for them. Our process has been refined over many years and is a proven successful formula. 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!

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

37 High Street, HORNCASTLE, Lincolnshire, LN9 5HP

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