We help our Clients to define and agree a suitable strategy aimed at maximising the possibility of achieving their financial and lifetime goals. In our experience, this is rarely or only about wanting to make as much money as possible or what is often called "wealth management". Successful financial planning relies on a proper understanding of our Clients circumstances, their current and future requirements, with clear and unbiased advice.
We are seeing increasing demand for help and advice from clients and other professionals (solicitors and accountants) as well as trusts, trustees and corporate clients. We will always work to provide you with a personal, efficient and professional service to "add value" to your position.
We are seeing increasing demand for help and advice from clients and other professionals (solicitors and accountants) as well as trusts, trustees and corporate clients. We will always work to provide you with a personal, efficient and professional service to "add value" to your position.
Services
Mapus Financial Planning Ltd offer independent financial advice to individuals and businesses specifically designed around their individual circumstances. We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first half hour consultation is free.
The Company's directors have a wealth of experience in dealing with business and personal financial and taxation matters for a wide range of clients. Michael is a Director and is also a Chartered Accountant and Consultant to Mapus-Smith & Lemmon LLP. He was instrumental in setting up Mapus Financial Planning Ltd in 2000.
John holds the Chartered Insurance Institute (CII) Advanced Diploma in Financial Planning and is a CII Chartered Financial Planner. He has many years' experience dealing with a variety of personal, corporate and Trust clients both locally and further afield.
This necessarily covers a wide range of financial planning requirements and John has long recognised the importance of also working closely with other professional advisers, such as solicitors and accountants to ensure rounded and effective solutions for our clients.
This necessarily covers a wide range of financial planning requirements and John has long recognised the importance of also working closely with other professional advisers, such as solicitors and accountants to ensure rounded and effective solutions for our clients.
Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Hi Robin, Thanks for the excellent Zoom meeting yesterday, that annual review has really helped me focus on my finances and I now have great plans for the future! Many years now of perfect service - well explained comprehensive advice - friendly but not intrusive - entirely trustworthy and highly recommended.
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