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Wherever you are on your financial journey, let us provide the map to your desired destination.

MAP is made up of a team of professionals, who come together and work as one for the good of our clients. Our team is a combination of dedicated advisers, looking after client’s needs, and backroom staff, working hard to ensure the advisers are free from administration to do their jobs as best they can.

Some advisers have additional qualifications, which allows them to advise in specialist areas, such as mortgages, final salary pensions and equity release, whilst all of them bring their own experience and skillset to their work. But what is the end result? MAP can help clients with almost any issue in financial services, meaning they don’t need to find someone else for other needs, either now or in the future.

Planning for Retirement

The simplest option, if possible, is to alter your existing pension plan(s) by way of fund switching. This means keeping your money in the same plan(s) but changing the underlying investment fund(s) to something with better performance, without necessarily taking any more risk.

Saving & Investing

Investing is not done purely by the rich, and equally, bank accounts are not necessarily the best place to maintain excess savings.

Mortgages & Equity Release

There are many different types of mortgages available on the market. Trying to find the right one to fit your circumstances can therefore be a daunting task, and this can only be made worse when considering the stress if you are moving home too.

Insurance & Protection

Sometimes life can take a turn for the unexpected. Whatever circumstances life throws at you or your loved ones, make sure you are protected and therefore able to deal with them.

Tax Planning

Our tax planning strategies, when done properly, are quite simple. There is no ingenious formula(e) for success; it is instead all about awareness of legislation, how it affects different people and how it can be legally avoided through planning.

Some of our satisfied clients

Graham recently helped myself and my partner buy our first house. He has been amazing helping us along with the entire process, always on hand to answer all our questions. We cannot thank and recommend him enough, cheers Graham!

We hired Graham to manage our first house purchase and we were delighted with his work, he guided us through the process and made it absolutely pain free for us. Top professional and and complete gentleman to boot. Definitely recommend using Graham for anything to do with mortgage.

Latest Insights

How to Unlock Your Home’s Potential With Equity Release

Unlocking the potential of your home through equity release can be a significant step towards achieving your financial goals. However, it can seem like a complex subject at first, meaning many people may not realise it could be a viable option for them. Whether you’re...

5 Personal Plans To Maximise Your Return On Investment

Navigating the world of investments requires a strategic approach, informed decision-making, and a commitment to continuous learning. At MAP Finances, we want to share financial advice and the fundamental principles of successful investment plans, providing valuable...

A Financial Advisor’s Perspective for Choosing the Best Pension

For many of us, the prospect of retirement brings a mix of excitement and apprehension — it’s a big life change and it requires well-thought-out financial planning. And choosing the right pension scheme is a key factor in your retirement plans. The decision might seem...

MAP Newsletter – Quarter 1 2023

Check out the latest financial insights for the first quarter of 2023 using the reader below. If the above reader does not display correctly, you can access the newsletter by clicking here.

MAP Newsletter – Quarter 4 2022

Check out the latest financial insights for the last quarter of 2022 using the reader below. If the above reader does not display correctly, you can access the newsletter by clicking here.

If you would like to know more about our services and what we offer, please get in touch.