Map Wealth Management Financial

Established in 2001 and based in Liphook, Hampshire, MAP Financial Ltd has established itself as a leading provider of independent financial advice to both private and corporate clients. Our team of experienced professionals understand the financial complexities that individuals and businesses face in an ever-evolving economic landscape. We are dedicated to working in partnership with our clients to create and implement sustainable financial plans that align with their goals and aspirations.

Our Approach

Our approach to financial planning revolves around a personalized and collaborative process. We take the time to understand your unique circumstances, goals, and aspirations. We work alongside you to:

• Identify your financial goals and objectives
• Assess your financial situation and identify potential risks and opportunities
• Develop a tailored plan that aligns with your financial aspirations
• Implement your plan and monitor your progress over time

Private Clients

• Wealth planning and investment management
• Retirement planning
• Tax planning and optimization
• Estate planning and inheritance
• Equity release and mortgage planning
• General financial advice and guidance

Corporate Clients

• Corporate financial planning and strategy
• Pension planning and management
• Employee benefits consulting
• Corporate pension scheme reviews and optimization
• Business valuations and acquisitions

Dedicated Expertise

Our team comprises experienced professionals with diverse backgrounds in finance, investments, tax, and estate planning. We stay abreast of industry developments and regulations to provide our clients with the most up-to-date and effective financial guidance.

Our Values

Our values underpin our client-centric approach to financial planning:

• Integrity: We conduct our business with the highest ethical standards and transparency.
• Professionalism: We approach every engagement with diligence, expertise, and a commitment to achieving the best outcomes for our clients.
• Client Focus: We prioritize understanding your unique needs and goals to provide tailored solutions.
• Sustainability: We advocate for long-term financial planning and investment strategies that promote financial security and growth.