Money Advice & Planning Ltd

Financial Advisers (Independent) in Morden

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223 Tudor Drive
Morden
Surrey
SM4 4PH

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Contact Numbers

Landline: 07789 728880

Khalid Mahmood : 02081440405


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Opening hours

Monday to Friday: 9am - 5:30pm

Saturday: 9am - 4pm

Sunday: Closed


Key Services

inheritance tax planning, investment advice, pension transfer advice



About

  • Independent Financial Advice
  • Pension Transfer Specialist
  • IHT Planning
  • Pension Transfer from DB to DC
  • Retirement Planning
  • How to protect your lifestyle & income

About us

“I spent more than 20 years helping my clients with major financial decisions and that experience has been invaluable in helping my clients".
I provide an excellent customer service where the client is at the heart of everything we do. Initial meetings are held for me to discover a clients goals, aims or concerns with financial planning and following research and collation of information further appointments follow where I provide advice on Protection, Savings and Investments, Retirement Planning, Estate Planning and IHT issues.

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