Derek and Sue made contact with us following an online search for advice. We arranged an initial ‘Discovery Meeting’ at our expense to find out more about their lives, where they were financially and more importantly where they wanted to get to. [Read More…] about Case Study: Derek and Sue
PUTTING YOU AT THE CENTRE
“Designing Your Future in Advance”®
Time is precious. Our role is to support you in planning your financial future.
By securing everything that is important to you, we are confident that our service will provide you with real financial security - comfort, clarify and peace of mind. From our two UK offices in Leatherhead (Surrey) and Westhill (Aberdeenshire, Scotland), we help individuals, families and business owners across the UK with their financial futures.
Click here to download our 8 Step Financial Planning Guide or Contact Us to arrange your initial consultation.
Craig Chapman - CERTIFIED FINANCIAL PLANNER™
professional & Managing Director
We help you plan your finances in advance
By securing everything that is important to you, you can achieve comfort, clarify and peace of mind.
The key to any Financial Plan is a successful Investment Process. Simple, efficient, effective.
Expert guidance on pensions and retirement planning. Achieve your retirement goals.
Owner managers - use your business to plan for and secure your own personal financial future.
FEATURED CASE STUDIES
We've helped others, we can help you
Frank and Catherine were introduced to us via their accountant whom has looked after their business for a number of years. We arranged an initial ‘Discovery Meeting’ at our expense to find out more about their lives, where they were financially and [Read More…] about Case Study: Frank and Catherine
FREQUENTLY ASKED QUESTIONS
What do I need to do to get things started?
It’s simple. If you would like to know more and wish to have an initial discussion at our expense, please contact us to schedule at a time that suits you.
Why should I choose Money Plan-It Wealth?
Our advice and financial planning service is focussed 100% on you, your family and where you want to be in life. We will work for you on an ‘Independent’ basis and with no investment, product provider or 3rd party influence. Our financial planning advisers are experienced and trained to the highest global standards (CFP™ professionals, Chartered Wealth Manager). We focus on what works and we keep things remarkably simple.
Do I need a financial planner in my life?
It’s unlikely that you have experienced true financial planning to date and may have some experience in working with product and investment focussed advisers. If so, we welcome the opportunity for you to experience what we do - at our expense initially to help you understand how valuable a financial planner could be to your life. Schedule a time to discuss further.
How much will it cost?
Our advice is offered on a ‘fee for service’ basis. We charge a fair and transparent market rate for professional financial planning and wealth management services from our CERTIFIED FINANCIAL PLANNER™ professionals. Our fee structure is flexible and is designed around your situation and preferences. Further details on our fees can be found here.
Book your free discovery meeting
Arrange an initial meeting
Contact us today to arrange an initial discovery meeting, at our expense. This will help us all to understand whether there is a good fit between your requirements and our services. It's the first step to “Designing Your Future in Advance”®.