Money Advice & Planning Ltd
Suite 20
Fitzroy House
Worcester Park
Surrey
KT4 7AT
This is not the head office for Money Advice & Planning Ltd. To view our head office, click here
We are specialists in all areas of financial advice including
- Pensions & Retirement Planning
- Pension Transfer
- Defined Benefit Analysis
- Investment Strategies
-Inheritance Planning
- Protection
- Mortgages.
Using our wealth of experience we have been successfully advising our clients.
Our services
- Achieve your financial goals
- Minimise the tax you pay
- Manage your financial life with certainty and ease
- Plan for the lifestyle you want in retirement
- Ensure your loved ones are protected
- Save your precious time
We are authorised and regulated by the Financial Conduct Authority. Our FCA register number is 489927
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.