About us

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

Nationwide Independent Financial Advisors.

Originating in Sutton Coldfield, Masterplan Wealth are a firm of Independent Financial Planners and Advisors servicing the personal financial needs of our clients across the country.
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.

meet the team

Joseph Young

Director and Financial Planner

john draper

director and financial planner

Stephen Young

Director and Financial Planner

Bill Bret

Financial Planner

Financial Planner and Funding Advisor

Steph Ricketts

Client Relationship Manager

Jason Dutton

Mortgage Advisor

Liz Garfitt

Mortgage Advisor

Anne Hopkins

Operations Manager and Chartered Financial Planner

Chloe Worrod

Independent Financial Advisor

Gary Evans

Independent Financial Advisor