Why Work With Us


Why you can trust us

Your personal finances represent a monetary valuation of your life’s work, as such it is important that you have the confidence that they are in safe hands. Our Experience, Expertise and Security can you give that confidence.

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The team at Masterplan Wealth have over 150 years of combined experience in financial services. Each team member brings a unique background and no matter your circumstances we will ensure you are aligned with an advisor best placed to help you.


Our team are highly qualified across all areas of personal finance, from mortgages to pensions. As such, you can be assured that they will have the knowledge and experience needed to help. As the legislative landscape that applies to the personal finances of individuals and businesses in the UK is constantly changing, we also commit to extensive ongoing training of all our staff to ensure that we can consistently help our clients make the most of their money.


Masterplan Wealth is authorised and regulated by the Financial Conduct Authority (FCA), meaning it is our regulatory duty to ensure that what we recommend for our clients’ money is the right thing to do. Your savings will be protected by the Financial Services Compensation Scheme (FSCS) and you will have recourse with the Financial Ombudsman should you have a complaint.

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