Who we are
The Money Map is a leading Independent Financial Advice (IFA) and Wealth Management firm based in Sheffield, providing a nationwide service. We take a refreshing, holistic approach in providing independent financial advice across all aspects of financial planning, including retirement planning, investments, estate/inheritance tax planning, mortgages, and protection.
What we do
Our modern research and financial planning tools combined with the experience and knowledge of our financial advisers and administration team enable us to provide independent advice in a clear and jargon-free way for our clients. With access to the whole of the market, we are able to find the best possible solutions for our clients based on their current and specific circumstances. We are committed to building strong relationships with our clients, helping them plan for each stage of their lives for financial certainty, and providing a detailed level of service for each client based on their preferred review periods.
Our Approach
We provide a FREE initial consultation to all clients. This can be carried out as a face-to-face meeting, by virtual meeting, email, or telephone. We understand that everyone's financial situation is unique, which is why we take the time to understand your individual needs and goals. We will work with you to create a personalized financial plan that meets your specific needs and aspirations.
Our Team
Our team of experienced financial advisers and support staff are highly qualified and dedicated to providing our clients with the best possible advice and service. We are committed to maintaining the highest ethical standards and providing our clients with clear and concise information about their financial plans.
Overall Experience
The reviews provide a mixed assessment of the company's service, with one reviewer praising the efficiency and smoothness of their pension transfer process, while another reviewer expresses frustration with the lack of response from the company.
Service Quality
The positive review highlights the excellence of the service from start to finish, with the pension transfer process being completed smoothly and efficiently. This suggests that the company is capable of providing high-quality service to its clients.
Communication
On the other hand, the negative review raises concerns about the company's communication. The reviewer expresses frustration with the lack of response from the reception, having waited for two days without receiving a call back. This suggests that the company may have some issues with its communication process.
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