Welcome

Welcome to the MAP Financial Planning website. We are Yorkshire based investment, insurance and pension planning professionals.

We hope you’ll be able to get a good feel for the services we can offer you and the way we would go about delivering you results.

Feel free to get in touch, we’ll be happy to hear from you.

Planning your Financial Future

Financial planning is a journey from when you start your first job, saving to buy your first home, getting married and starting a family.

The next stage normally is career building looking and to build your wealth in your pre-retirement years, so that you can enjoy and get the most from your retirement. After which in later retirement looking at estate planning and wealth transfer to your loved ones.

How we can help

You work hard for your wealth, so of course you want to ensure that it’s well looked after, we as Independent Financial Adviser can advise you at every step of your financial journey to ensure you’re on the right path to achieve your goals, or help you make the necessary changes needed to get you there.

What are Independent Financial Advisers?

Independent Financial Advisers are knowledgeable about financial products from the entire market and are able to advise, recommend and manage the right products based on each client’s individual circumstances, needs and objectives.

The personalised solution from MAP Financial means that you get the solution appropriate for you rather than a one size fits all package. Our advice is provided completely independent of any product provider as we aren’t allied or associated to any fund management or finance product groups.

What you receive is the most appropriate advice based entirely on your individual needs. We work for you and you are at the heart of what we do.

There are many ways to invest but not all of them will suit your circumstances, needs and expectations. It is our job as independent advisers to find out what is right for you. We will explore how you want your investments to work, over what time-frame and whether there are other aspects you wish to take into account.

Our Commitment to you

Our clients and their prosperity and wellbeing are our overriding focus. As fully Independent Financial Advisers our clients benefit from our ability to search across the full market to bring the best solutions to meet their goals and needs.

We have the knowledge and expertise to help assess how we can minimise your risk and increase your potential in the most tax efficient way to achieve your aspirations and goals.

Monitoring your Goals

• Once in place, we monitor the performance of your plan and investments and will make additions or changes as required.
• This style of investment management aims to produce consistent results over the medium to long term. You will be able to see regular reports and valuations on the performance of your portfolio.

Risk Warning:

As with all investing, your capital is at risk. The value of your portfolio will go down as well as up and you may get back less than you invest. The more risk you are prepared to take the more the value will change, up and down. It is important to invest in a risk profile you are comfortable with and only take risks that you can afford to take, ensuring you have monies available to help with unexpected costs.

MAP Financial Planning Registered Address: 2 Mitchell Way, York YO30 4SW. FCA FRN: 930272 Limited Company Number 12530679

The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between firms and their clients.  Full details of the FOS can be found on their website at www.financial-ombudsman.org.uk.