We make your money work harder for you by constructing an investment portfolio on your behalf. We provide ourselves on the returns we make for our clients through our investment process which consists of 3 key steps:
We choose the best product and range of funds for you based on your requirements and attitude to risk.
We regularly review and monitor the performance of the funds we have recommended for you.
If funds are underperforming, we will recommend fund switches where necessary and, if you approve, we will make the switches.
Money Advice and Planning Limited is authorized and regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
There will be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £595.
The Financial Conduct Authority does not regulate most Buy-to-Let Mortgages.
We are authorised and regulated by the Financial Conduct Authority (FCA) to provide financial advice to UK-based individuals and organisations.
We hold the Investors In People award, which is a testament to how we treat customers and staff alike with respect and understanding.
As members of the British Franchise Association (bfa), we hold a standards-based accreditation to show we undertake ethical franchising.
Head Office: 1st Floor St. Andrew's House, 385 Hillington Road, Hillington Park, Glasgow G52 4BL Money Advice & Planning Ltd is authorised and regulated by the Financial Conduct Authority Money Advice & Planning Ltd is a limited company registered in Scotland; No. SC321257 | Privacy Notice
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