Money Plan-it (Wealth Management) Limited

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

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Money Plan-it (Wealth Management) Limited
Money Plan-it (Wealth Management) Limited

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.


Address: Westpoint House, Prospect Road, Westhill, Aberdeenshire AB32 6FJ, United Kingdom

Phone: +44 1224 594 503
FAX: +44 1224 443 235