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Money Plan-it (Wealth Management) Limited
       
 
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Additional information
 
Money Plan-it (Wealth Management) Limited
 
 
Overview: 

Money Plan-It provides Financial Planning and Wealth Management services to Business Owners, Families  and Private Individuals in Aberdeen, Aberdeenshire and Surrey.

Our service is all about people, not about products. We are dedicated to provide professional, effective and unique services to our clients, who desire to grow their wealth and protect their financial future.


Our Services

We offer a range of Wealth Management services. Our core services are detailed below:

> Personal Financial Planning

> Investment Consulting

> Retirement Planning

> Services for Business Owners

> Services for Energy Sector Contractors


About Us

Over 30 years’ experience allows us to find ways to fulfil our client’s objectives and expectations. By working together and access to the latest technology and research, we are confident that we can plan for our client’s financial security.


 
 
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