Money Plan-it (Wealth Management) Ltd
Financial Advisers (Independent) in Leatherhead
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Riverbridge House
Guildford Road
Fetcham
Fetcham
Leatherhead
Surrey
KT22 9AD
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About
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