Getting the best return on your investments

Welcome to The Money Map! We are a new, modern, forward-thinking team of independent financial advisers based near Kelham Island, Sheffield.

Services

We are predominantly Investment Advisers and Wealth Managers; this includes investments within wrappers such as pension, unit trusts, investment bonds, offshore investments.

The main service that we offer to clients is ourselves; we see that the guaranteed ongoing attention towards our clients’ needs goals and aspirations sets us apart from many of our competitors. Our commitment to clients is;

• To provide clear, concise information about the products and services we offer including fees and charges

• To assess individual needs, preferences and circumstances before making a recommendation

• To only recommend products and services considered suitable for our clients, which are affordable and which are the most suitable from all the available providers

• To encourage clients to provide feedback on our advice process and to give all clients access to a formal complaints procedure

Our future

We aim to build our brand across the region and become one of the few IFA brands that people recognise making us first choice when seeking investment advice.

This year, we will be recruiting more financial advisers to help us grow our business further. Money Map founder, Steve Hodder, explains:

"We always strive to ensure that investors get the best return. There are several factors to consider such as how investments are taxed, and the choice of fund managers and institutions, which can make a substantial difference to your returns, but asset allocation is almost certainly the key decision. The joint knowledge of our Partners means we have unrivalled investment skills and strategies along with guaranteed services levels.

The company has only been together a few months and to be able to guarantee service levels the Partners devised a service charter which would guarantee the client a specific level of service dependent on the remuneration received.

Another goal we have achieved is consistency of advice throughout the Money Map brand. It is important to us, whichever adviser a client sees, that the advice and structure of investment is constant."

Additional expert services

We can also provide expert advice on inheritance tax planning, trust planning, pensions and retirement planning and tax efficient investments. To arrange a free financial review contact Steve Hodder at The Money Map.

-ends-

Press enquiries to Nicky Shaw, PR and Marketing Manager, nicky.shaw@usegreymatter.com,

Steve Hodder – Tel: 0800 848 8250 steve.hodder@themoneymap.co.uk

www.themoneymap.co.uk