We have had quite a few enquiries from accountants over the years for our franchise, and the occasional lawyer as well. Many professionals however see barriers to operating our franchise when there isn’t really any there.
What would happen in reality is that any MAP franchise would be set up as an LLP running alongside your current firm/partnership. Any referrals to an outside IFA can then be stopped and dealt with by yourself, and in many cases this is better because only you will know all the clients details anyway – whether tax or legal. Who better to advise a client than yourself because you should know exactly what that person needs and already have a working relationship with them, and this is the basics for giving financial advice.
The franchise is operated as a stand-alone entity, and MAP ensures all work done by franchisees is compliant and within FCA rules. Franchisees must be qualified to diploma level and full training support will be provided to help franchisees achieve this as quickly as possible. If any specialist advice is needed, MAP has those specialists on hand as well to support you. MAP also provides full compliance support and checks on all business written before it’s submitted.
All of this will ensure you give your clients the best service possible, since you will be in control from start to finish.
Alternatively if you didn’t want to get too involved and set-up a franchise, why not act as an Introducer to MAP and receive a percentage of any case earnings, for minimal effort.
If you would like to find out about the Money Advice & Planning franchise or would like to work alongside us, please visit us at www.mapfinances.co.uk and use the contact form. Alternatively, call Andrew Singleton on 0345 241 1808.
The material is for general information only and does not constitute investment, tax, legal or other form of advice. You should not rely on this information to make (or refrain from making) any decisions. Links to external sites are for information only and do not constitute endorsement. Always obtain independent professional advice for your own particular situation. Money Advice & Planning Ltd is authorised and regulated by the Financial Conduct Authority.
Operating the MAP Franchise in Woodford, East London, is Ray Rowland.
Ray has a long and varied career in banking, which has given him an excellent grounding in financial services. He has worked at administrative, supervisory and management level, and has had lengthy, successful spells in banking. He has worked in a retail bank, a foreign merchant bank and more than one investment banking institution.
Whilst doing this as a full-time job, he attained reputable qualifications in banking, financial services, management, law, accounting and analysis.
These have since been backed-up with the Diploma for Financial Advisers (to allow him to advise on insurance and investments, including pensions), CeMAP (to allow him to advise on mortgages) and qualifications in equity release and long-term care.
Ray does not have any restrictions on the advice he can give clients. He is happy to advise them on any financial matter, which is of little problem to him given his excellent education and career in finance, and since he is an independent adviser.
His specialist subjects (so to speak) are dealing with later life circumstances and retirement planning. This includes:
Long-term care planning is very much a niche area of financial services, as very few advisers have a qualification to advise upon it. With the ageing population in the UK and financial uncertainty for many people however, it could potentially be a crucial subject matter for you or a loved one.
To speak to Ray about any financial matter you need advice on and at a time that suits you best, use the details below:
07814 526 828
Working for Money Advice & Planning Ltd (MAP) throughout Dumfries & Galloway and based in Stranraer, is Iain Dick. Iain has been with the company since 2009, having previously worked for Co-Operative Insurance Society for over 12 years and Clydesdale Bank for 10 years.
Iain has held the Diploma in Financial Services from the Institute of Financial Services (now the London Institute of Banking and Finance) for over 7 years. He is qualified to advise on pensions, investments and life assurance, and other protection products.
Furthermore, he has the Mortgage Advice Qualification from the Chartered Insurance Institute, thus allowing him to advise on homebuying of any kind.
Iain has 35 years’ experience in the financial services industry, having started out in 1980 as a Bank Officer, before progressing through the ranks. He became a Financial Adviser with CIS Ltd and then advanced to becoming an Independent Financial Adviser before joining Money Advice & Planning Ltd.
This has given him a wealth of experience in the area of financial advice and financial services as a whole. As a result, he can help just about anyone with their financial requirements, be it pensions and retirement planning, investing, tax planning, mortgaging and remortgaging, and insurance of any kind.
Iain lives in Newton Stewart and works a short distance away in Stranraer. He is happy to visit anyone living in Dumfries & Galloway and the surrounding areas who would like to make use of his expertise.
For impartial advice, get in touch with Iain and arrange a no-obligation meeting, using the details below:
07583 419 918
Working with Money Advice & Planning Ltd (MAP), Graham McComb has owned the franchise for West Lothian since 2010.
Graham has held the Diploma in Financial Services through the Chartered Institute of Bankers for over 10 years. He also has the CeMAP qualification, allowing him to advise on mortgages.
He has 18 years’ experience in the financial services industry, having started out in 2000 as an underwriter for mortgage applications with a leading internet bank. He has also been an independent mortgage and protection adviser with other local firms prior to joining MAP.
This has given him a wealth of experience in mortgage & insurance advice, meaning he can help a wide variety of clients with their mortgage and related insurance requirements.
Graham’s specialist subjects (in a professional sense) are mortgages and associated life cover. Apart from standard mortgages and re-mortgages, he also deals with buy to lets, self-builds, right to buys, shared ownerships, and debt consolidation.
Graham lives and works in Livingston, and is happy to visit clients living in West Lothian and the surrounding areas.
For impartial advice, get in touch with Graham and arrange a no-obligation meeting, using the details below:
Money Advice & Planning Ltd (MAP) has a franchise in Surrey, run by Khalid Mahmood. Khalid lives and works in Surrey but is happy to travel to London, Kent and Sussex to see clients; either in the comfort of their own home or office, or alternatively at another location to suit.
His areas of expertise include:
Khalid is happy to advise clients on any matter, however his specialist areas are investments, bespoke financial planning, tax and estate planning and pension transfers.
Having spent more than 20 years helping clients with major financial decisions, Khalid has built up a wealth of experience which has been invaluable to all of those who have dealt with him.
Khalid holds the Certificate in Mortgage Advice & Practice, the Diploma in Financial Advice and the prestigious Pension Transfer Qualification; all from the London Institute of Banking and Finance. He is married with four children.
Located in the village of Royston, Money Advice and Planning Ltd (MAP) is an independent, family-run financial advisory firm which prides itself on a friendly, high quality, long-term service. Our clients’ interests are our primary concern.
Financial consultant Peter McPartland MSc, ACSI heads up the office. He has lived in the area for 30 years, and has a strong interest in local affairs. Since 1979, Peter has pursued a successful operational career in the investment industry – in stockbroking and venture capital in particular – specialising in the healthcare sector.
Although focusing on investments, Peter now works with MAP and the firm’s other specialist personnel to deliver the broader service needed by more and more people throughout the local area, and indeed the country.
Are you reviewing your plans in any of the following financial areas?
If so, then please speak to us. We will listen first, and then provide you with genuinely independent, unbiased financial advice on your immediate needs. Our approach is holistic – we will look at all aspects of your financial situation, then propose a path which sits comfortably with your overall goals.
MAP is authorised and regulated by the Financial Conduct Authority (FCA), and can provide advice on or access to any regulated financial product in the UK. We are not tied to any one provider in any of our areas of business. Recommendations will be based upon a comprehensive and fair analysis of the whole market for each product area.
We believe we can help you to achieve your goals. So for clear, unbiased financial advice, please get in touch with Peter using the details below. We look forward to meeting you!
01763 849 169
07801 099 548