Managing Director & Financial Planner
Craig Chapman founded Money Plan-it (Wealth Management) Ltd to offer true Financial Planning to his clients. Craig starts with his client’s values first, money second. He is passionate about placing his clients at the heart of his Financial Planning Service.
Craig is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Wealth Manager.
Private Wealth Services & Retirement Coach
Kasia is responsible for the overall strategic delivery of our private client wealth services. This includes effectively managing existing client relationships to enhance client satisfaction.
In addition to driving the growth of the firm, Kasia coaches private clients on a one to one basis. Our Wealth and Retirement Coaching Services help clients reinvent their relationship with money and work towards life goals in harmony with their values.
Catherine has 15 years’ experience working in the Oil & Gas industry, of which the last 10 years has been as a Personal Assistant to Senior Executives. Catherine manages Craig’s diary and is the main point of contact for all client meetings and new client enquiries. Outside of work, Catherine is married with a young daughter.
At Money Plan-it Wealth Management we have a strong and well resourced investment process. We provide an ‘independent’ investment advice service which is unbiased and unrestricted based on a comprehensive and fair analysis of the relevant market. We are proud to be members of EBI Portfolios which is led by Craig Burgess.
Our Client Support Team led by Julie Beresford manages day to day client relationships, communications and administration.
Throughout the year the team ensures that our clients ongoing financial plans and investment portfolios are kept up to date and regular review meetings are scheduled.