Business Details
17 Years
experience
Your Trusted Financial Partner in Sheffield
Established in 2009, The Money Map has built a reputation for delivering independent, jargon-free financial advice tailored to individual client needs. Our approach combines modern financial planning tools with decades of collective experience to provide clear, actionable guidance across retirement planning, investments, and mortgages. We prioritise long-term client relationships, offering bespoke solutions aligned with personal circumstances and preferred review periods.Our team of qualified advisers is committed to translating complex financial concepts into plain English, ensuring clients make informed decisions with confidence. As an FCA-regulated firm, we adhere to rigorous professional standards while maintaining transparency in all aspects of our service delivery.
Services
Retirement Planning
Investments
Mortgages
Financial Planning
Financial Protection
Details
- Year established: 2009
Highlights and features
- We have over 15 years of combined experience in financial advisory services since 2009
- Our FCA-regulated advice ensures adherence to strict professional standards
- We provide tailored financial solutions through regular client reviews and consultations
- Our team holds advanced qualifications including Dip PFS and Cert CII certifications
- We serve clients nationwide with flexible meeting options including virtual consultations
Associations and certifications
- Financial Conduct Authority
What people say
Highest standard
Great source of information
Trustworthy advice
Services
Retirement Planning
We help clients navigate retirement planning complexities through personal pensions, SIPPs, and workplace pension strategies. Our advisers specialise in maximising retirement income using flexi-access drawdown and annuities while explaining changing pension legislation in plain English. With experience since 2009, we create tailored plans that adapt to evolving personal circumstances and financial goals.
Investments
Our investment services cover ISAs, unit trusts, and inheritance tax planning solutions tailored to individual risk profiles. We assess clients' tax status and financial objectives to create diversified portfolios that balance growth and income requirements. The team provides ongoing portfolio reviews and market updates to ensure investments remain aligned with long-term financial goals.
Mortgages
We offer whole-of-market mortgage advice for first-time buyers, remortgagers, and buy-to-let investors. Our specialists compare thousands of products to find competitive rates and suitable terms. We explain different mortgage types including fixed-rate, tracker, and offset mortgages while considering clients' income profiles and property aspirations.
Financial Planning
Our comprehensive financial planning covers inheritance tax mitigation, wills, trusts, and power of attorney arrangements. We help clients structure their financial affairs to protect assets while meeting retirement objectives. The service includes regular reviews to adapt plans as legislation and personal circumstances change.
Financial Protection
We provide protection solutions including critical illness cover, income protection, and business insurance. Our advisers assess clients' family circumstances and financial commitments to recommend appropriate coverage levels. We ensure protection policies integrate with overall financial plans to safeguard against unexpected life events.
People
Mark Downing
Head of Accounts
With over 25 years in financial services since 1997, Mark specialises in estate planning and corporate client advisory. He has presented financial seminars nationally and focuses on regular client reviews to maintain optimal financial strategies.
Mark Prodywus
Partner
A qualified financial adviser since 2000, Mark specialises in client relationship development and professional standards training. He has particular expertise in helping clients achieve long-term financial objectives through tailored investment strategies.
Steven Proctor
Head of Compliance
With 35 years industry experience, Steven focuses on regulatory compliance and adviser training. He has contributed to national financial publications and specialises in ensuring client care meets the highest professional standards.
Darrell Barnes
Partner
A qualified adviser since 2005, Darrell specialises in jargon-free financial planning solutions. He focuses on building long-term client relationships through regular reviews and tailored investment strategies that align with evolving financial goals.
Questions
What financial services do you specialise in?
We specialise in retirement planning, investment management, mortgage advice, and financial protection solutions tailored to individual circumstances.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 581738.
How can I access your services?
We offer face-to-face meetings, virtual consultations via Zoom/Teams, telephone advice, and email correspondence to accommodate client preferences.
Do you provide advice for corporate clients?
Yes, our services include business protection strategies, corporate investment solutions, and workplace pension scheme guidance.
What qualifications do your advisers hold?
Our team holds professional qualifications including Diploma in Financial Planning (Dip PFS) and Certificate in Insurance (Cert CII).
How are your financial planning services charged?
We provide transparent fee structures during initial consultations, with options including hourly rates, fixed fees, or commission-based arrangements depending on service requirements.
Reviews (2)
Sandra Whyman
May 13, 2018
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Excellent service from start to finish. Completed two pension transfers smooth and efficiently. I will use again for other financial matters in the future. Many thanks, Paul Whyman.
Michael Mcdermott
Nov 14, 2017
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Can't comment on their actual service as I don't know, spoke to reception and I been waiting 2 days for a call back and quite sure I won't get one now
