Money Plan-it (Wealth Management) Ltd

Financial Advisers (Independent) in Leatherhead

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Riverbridge House
Guildford Road
KT22 9AD

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Key Services

financial advisers independent, Surrey Leatherhead Epsom London, wealth management in london


Financial Planning and 'Real' Wealth Management for Business Owners in Surrey

Money Plan-it was started with the ambition to offer true Financial Planning to a select number of business owners. Our service focusses on our clients lives first and their money second. We aim to help our clients (in particular Business Owners) manage their wealth effectively and live the life they desire. Our service is of on-going consultation and is not based on financial products


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Products and Services

We offer these services

  • Wheelchair access
  • website

We offer these payment methods

  • American Express
  • Cheque
  • Delta
  • MasterCard
  • Maestro
  • Visa
  • Bank Transfer
  • Direct Debit
  • Standing Order

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