Grow and protect your wealth, for today and for your children.
Investment strategies, tax optimisation, wealth structuring: MomPlans connects you with the elite advisers in our network.
Have capital to grow, want to plan for retirement or pass on assets smoothly? We build a solid, responsible action plan aligned with your values.
MomPlans acts as a business introducer. All recommendations are neutral and based on your unique interest.
★★★★★ 380 families supported in their wealth strategy since 2023
Complete audit • Tax optimisation • Secure inheritance
Bespoke wealth strategies
Complete wealth assessment, scenario simulations, investment plans tailored to your family and risk appetite.
Multi-specialist experts
Wealth managers, solicitors, tax advisers, estate planners: a complete ecosystem covering inheritance, income and tax.
Journey tracked by MomPlans
Every step is logged: from initial assessment to solution implementation, with regular reporting and annual adjustments.
Structuring your wealth has never been clearer
360° wealth assessment
We analyse your assets, cash flow, tax situation and family priorities. You leave with a clear, objective vision.
Personalised strategy
Property investment, life insurance, family trusts, managed portfolios: we structure a plan suited to your timeline.
Annual tracking and management
Your MomPlans adviser remains your co-pilot: rebalancing, tax planning, adjustments based on your family life.
"I wanted to plan the inheritance for my two daughters without getting lost in tax complexity.MomPlans orchestrated a complete assessment, set up trust structures and optimised my investments.Result: a clear plan, secured assets, and advisers who understand my situation.
Sophie, 45 - Manager, mother of 2 daughters
What MomPlans guarantees
A responsible approach where every wealth decision is secured and aligned with your family vision.
MomPlans certified advisers
Independent wealth managers, multi-qualified, subject to duty of care and regularly audited by MomPlans estate team.
Transparent solutions
No hidden commissions. You know who is paid, how, and why a solution is chosen.
Legal security
Structures validated by partner solicitors and tax advisers. Compliance assured for you and your heirs.
Long-term vision
We stay by your side: annual reviews, wealth reporting, tax watch and qualified investment opportunities.
They trust us
Over 500 mothers have already trusted MomPlans to protect their loved ones.
Let's build the strategy that secures your family's future.
A MomPlans wealth adviser calls you, conducts your audit and assembles the right experts. You keep the overview, we handle the execution.
- • Free wealth assessment
- • Independent certified advisers
- • Long-term support with MomPlans