Company Information

Get to know money plan-it (wealth management) ltd

Money Plan-It (Wealth Management) Ltd is an independent financial advisory firm based in Cheshire, UK. Authorised and regulated by the Financial Conduct Authority (FCA), the company provides impartial, tailored financial advice to build long-term client relationships. Their core services encompass comprehensive wealth management solutions, including investment strategy, pension and retirement planning, mortgage advice, and various protection plans like life insurance and critical illness cover for both personal and corporate clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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money plan-it (wealth management) ltd

United Kingdom

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

FSCA

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.