masterplan wealth

Making Money Simple

Independent Financial Planners and Advisors based on Sutton Coldfield serving the personal financial needs of our clients

making money simple

We know thinking about your personal finances can be daunting

At Masterplan Wealth, we know thinking about your personal finances can be daunting. With vast swathes of information out there, it can be difficult to know what the right decisions are when it comes to managing your money. We take the time to get to know you so we can help you cut through the noise with advice tailored to your needs and give you the confidence that your money is working for you.

High Street, Sutton Coldfield, West Midlands, England, UK
who we are

Midlands Based Independent Financial Advisors

Based in Sutton Coldfield, Masterplan Wealth are a firm of Independent Financial Planners and Advisors serving the personal financial needs of our clients. We are a part of the Masterplan Financial Group, who have been helping individuals and businesses across the Midlands with their financial needs since 2005. From purchasing your first home to helping you achieve a retirement filled with adventure and purpose, we will be there every step of the way helping you make life’s big financial decisions with confidence.

what people say

It’s been a huge relief to find a company who knows what they are doing to help with investments and planning for the future. John and the team have a real understanding of how to look after and brief their clients.It always feels like a personal service and I’m never left feeling confused or bewildered about what is discussed. Their communication is just great and I have every confidence that they have my best interests at heart. I couldn’t recommend them more highly.

Our Expertise

Who we help

We enjoy working with people at every stage of their life, whether purchasing their first home, planning for retirement, or simply to get there personal finances in order.

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Retirement
Life Assurance
Families
Taxation
Business Owners
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home buyers
a company to trust

Why work with us?

Experience

The team at Masterplan Wealth have over 150 years of combined experience in financial services.

Expertise

Our team are highly qualified across all areas of personal finance, from mortgages to pensions.

Security

We are authorised and regulated by the Financial Conduct Authority (FCA), and your savings will be protected by the Financial Services Compensation Scheme (FSCS)

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Get in touch

Arrange a free, no obligation, discovery meeting.