Financial advisor
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We help our clients plan - plan for retirement, plan for life-changing adventures, and plan for the worst. We use sound economic theory, empirical data, and behavioural finance as guiding principles, to make their plan become reality. We call this Evidence-based Advice.
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Money Advice & Planning Ltd (MAP) are Independent Financial Adviser (IFA). We are specialise in Pensions & retirements, Investments, Savings, IHT Planning, Insurance & Protection, Tax & trust. I am a Chartered Independent Financial Adviser - with the aim of guiding our clients through the financial maze to achieve their objectives. We can review and analyse your individual circumstances (including risk profiling and existing schemes), and always provide the first consultation free of charge no matter what the enquiry. We are specialists in preparing a personalised financial plan to achieve your individual objectives and, just as importantly, provide an ongoing review service.
