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.

Nationwide Independent Financial Advisors
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.
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.
Why work with us?
Experience
The Team at Masterplan have extensive experience across all aspects of financial planning.
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)

Investment market update: May 2022
Investment markets in May experienced volatility amid concerns that economies could fall into a recession as inflation pressure remains high. While it is completely natural

8 key tax allowances have shrunk by 6% in the last decade
Key tax allowances like the Personal Allowance and Capital Gains Tax (CGT) annual exempt amount can help your money go further. As research shows that

Explained: The social care cap and what it means for you
Next year, Boris Johnson’s social care cap will be introduced. So, what is it and what does it mean for you? The social care cap

52% of savers don’t understand the effects of inflation, and millions think they’ll be better off. Here’s why it can harm your savings
Inflation has been in the news for months now, as the rate increases. While you may notice the effects inflation has on the price of

Total tax collected from exceeding the pension Lifetime Allowance is set to reach almost £1.5 billion annually
Successive cuts to the Lifetime Allowance (LTA) and a freeze means that more people than ever could face an unexpected tax bill when they access

Two-thirds of retirees are planning a flexible retirement, but many don’t understand the potential tax implications
More retirees are planning to work in some way after they retire. While this flexibility can boost your income and help you strike a work-life