Offering solutions, not products
May 30, 2018

What do you think of when you hear the term ‘Financial Adviser’? Does it conjure up the image of someone trying to sell you as many financial services products as possible – life insurance, pensions and savings plans, to name the most common – or do you see someone who can help you achieve your goals in life?

Here at Money Advice & Planning Ltd, we believe our business is about offering solutions to help people to achieve their goals and aspirations in life.

We have heard it said many times that “a goal without a plan is just a wish” and we believe that to be very true. How many people set out on life’s journey wishing to own their dream house, pay for their kids’ education, enjoy their ideal holidays or retire and spend their time playing golf or lying by the pool at their holiday home? Sadly, for many people, the goals and aspirations that they have turn into nothing more than a pipe dream which they will never achieve.

There can be many reasons why this can happen but for many it is down to nothing more than a lack of planning. For others, they see financial products as nothing more than an expense rather than a tool that can help them achieve their goals.

The role of a Financial Adviser is not about selling financial products; it is about offering solutions to help clients achieve their goals and being there over the long-term to make sure that happens. The financial products are the tools the adviser has in their bag to get the job done.

Money Advice & Planning Ltd does what it says on the tin – it provides the advice and planning needed throughout a clients’ journey, to help them achieve their goals, and after all, your goals are our goals!

If you would like to find out about how Money Advice & Planning can help you achieve your goals, please visit us at and use the contact form. Alternatively, call Andrew Singleton on 0345 241 1808.

The material is for general information only and does not constitute investment, tax, legal or other form of advice. You should not rely on this information to make (or refrain from making) any decisions. Links to external sites are for information only and do not constitute endorsement. Always obtain independent professional advice for your own particular situation. Money Advice & Planning Ltd is authorised and regulated by the Financial Conduct Authority.