Money in Person - Proud to Provide Independent Financial Advice


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Investment & Pension Advice


Why come to us?


We are pleased to provide Independent Financial Advice on Pensions, Investments and Retirement Planning. Whether you are interested in investing for your children’s future, building a pension pot to fund your retirement or deciding how to use your accumulated retirement pot to ensure a secure and comfortable retirement, we can help. We also provide a Retirement MOT Service to help you look under the bonnet of your existing pension arrangements.

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Mortgage Advice


Why come to us?


As mortgage brokers, we provide "whole of market" mortgage advice and are not limited to just one or two lenders. Whether you are looking to buy your first home, remortgage or purchase a buy to let our highly trained and qualified independent mortgage advisers, based here at our offices in Tamworth, are ready to assist you.

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Life & Health Insurance


Why come to us?


We offer professional, impartial Life and Health Insurance advice. Based in Tamworth in Staffordshire, we can offer  face-to-face advice at our offices or a remote service across the UK. As Independent Advisers we survey the market, not only to find a competitive premium, but also to make sure the insurance meets your requirements and has the breadth of cover you require.

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Equity Release Mortgages


Why come to us?  

We offer face-to-face advice on Lifetime Mortgage (Equity Release) arrangements at our offices in Tamworth. We can also offer a remote service across the UK. Our aim is to offer you impartial and professional advice in a relaxed and unhurried manner. 
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