Map Wealth Management Financial

MAP Financial Ltd, established in 2001, is a trusted independent financial planning firm based in Liphook, Hampshire. We pride ourselves on providing personalized and comprehensive financial guidance to both private clients and corporate clients.

Our Vision

Our vision is to empower clients to make informed financial decisions through tailored guidance and ongoing support. We believe financial planning is a collaborative process and work in partnership with clients, understanding their unique goals and aspirations.

Our Approach

We take a holistic approach to financial planning, considering your individual circumstances, goals, and aspirations. Our process involves:

• Discovery & Analysis: Understanding your financial position, goals, and risk tolerance.
• Goal Setting: Working with you to define specific financial goals and aspirations.
• Action Planning: Developing a tailored financial plan to achieve your goals.
• Implementation & Review: Executing your plan and regularly reviewing its effectiveness.

Private Clients

• Wealth planning & investment management
• Retirement planning & pension advice
• Equity release & mortgage advice
• Tax planning & wealth protection
• Inheritance & probate planning

Corporate Clients

• Corporate pension planning & employee benefits
• Business succession planning & financial advisory
• Corporate investment & wealth management
• Financial risk management solutions

Awards & Recognition

We are proud members of the Equity Release Council, acknowledging our expertise in this field.

Client Testimonials

Clients consistently praise our approachable team, personalized approach, and impactful guidance. Their stories highlight the positive impact we make on their financial lives.