Why Money Plan-it Wealth Management?
We have since built a national client base and focus on serving new clients from our two UK offices, Leatherhead (Surrey) and Westhill (Aberdeenshire, Scotland). Please visit our Contact Us page for further details and directions to our office locations.
Finding the right advisory team to serve as your trusted wealth management adviser is paramount to your future financial well-being. As Financial Planners we have the expertise to protect and build your financial future while you focus on doing the things you love.
We passionately believe that true wealth management comes from a full understanding of our client’s personal situation, and NOT from a list of financial products.
Our goal is to prepare a Comprehensive Financial Plan that considers what our clients want to achieve in life and by when. When this is in place, we can structure an Advanced Plan that ensures our clients wealth is organised with purpose.
We are dedicated to consistently provide a professional, engaging and unique service to our clients, who desire to grow their wealth and protect their financial future.
We offer all prospective clients an initial discovery meeting, at our expense, in order to understand whether there is a good fit between your requirements and our services.