Money Advice & Planning Ltd

Independent Financial Adviser  Suite 20, Worcester Park, KT4 7AT
First meeting at adviser's own cost
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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Socially responsible 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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Accident & sickness
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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
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Khalid Mahmood
Chartered Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, 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

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered Financial Planner
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: Suite 20, Worcester Park, KT4 7AT
Service coverage
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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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020

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