Money Advice & Planning Ltd

Independent Financial Adviser  9 Mcgregor Drive, Newton Stewart, DG8 6PE
First meeting at adviser's own cost
We invest your money as if it were our own. I offer an office based or home service.
We can advise you on
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group life insurance
Response rating
9.0/10
check
FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Iain Dick
IFA

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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.
Why not contact us today and start your journey:
Email: <email address hidden>
Telephone: <phone number hidden>
Web: <url hidden>

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: 9 Mcgregor Drive, Newton Stewart, DG8 6PE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Response rating
9.0/10
check
FCA authorised
Last authorised 20th September 2021

Similar advisers near you

Independent Financial Adviser 0.14 mi
We believe in working with our clients to provide them with proactive financial advice tailored to them.
 
Restricted - whole of market 0.58 mi
I create peace of mind and financial security for your future.
 
Independent Financial Adviser 1.45 mi
We believe in working with our clients to provide them with proactive financial advice tailored to them.
 
Independent Financial Adviser 28.56 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.