Money Advice & Planning Ltd

Independent Financial Adviser  Suite 20, Worcester Park, KT4 7AT
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FCA authorised
Last authorised 26th July 2021
We are specialising in wealth preservation and growth (pensions, pensions transfers, drawdown, investments, estate planning,) with ongoing portfolio
We can advise you on
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Annuity purchase
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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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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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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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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
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Sharia finance
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Long term care
Meet our advisers
MR Khalid Mahmood Chartered ALIBF
Independent Financial Adviser
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!

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Suite 20, Worcester Park, KT4 7AT

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