About You Testimonials
About Us Meet Us Our Key Principles Fees
Our Services How We Work
Blog Newsletter Sign-up

At Moneo our goal is to positively impact your life.

The financial planning process starts with us working together to understand your full financial position, your life goals and aspirations.

This could be planning an early retirement, buying a holiday home or supporting your children financially. We’ll build a bespoke financial plan with the best strategy to meet these goals. We’ll help you to make informed financial decisions, backed up by rigorous academic research and common sense. We’ll also make sure you stay focussed on the financial plan we develop together.

Returns on your investments are important but they’re just one part of a bigger picture – we believe good financial planning is really about a ‘return on life’. We’re here to help you maximise that return on life and give you the confidence to enjoy your wealth without feeling guilty.

The key to a great life is how you live it. Fulfilling every dream. Making the most of every experience. Living the best life you can have with the money available.

That’s what we do. We help you live a great life.

 

Who we work with

Business Owner.jpg
professionals and executives.jpg

Approaching Retirement

Approaching Retirement.jpg

Retired

Retired.jpg
 

What our clients say

 As a company, we strive to give clients excellence. But don’t take our word for it, listen to others who have already worked with us.

 

We asked our clients, “What is the single biggest benefit you get from working with us?” Here are some of our favourite answers:

Being able to relax and let Moneo manage my investments.
Peace of mind that our investments are in the safe hands of somebody who understands the world of investments and I trust and like, who is also reliable and speedy.
The comfort of knowing that we have someone with your knowledge and experience capable of providing us with continuing sound financial advice.
We don’t have to worry if our money is safe; all the complicated details are dealt with. Trusting Moneo to deal with savings and investments makes life simpler.
Confidence that my financial affairs are being well-managed while taking my personal preferences into account, e.g., ethical investments.

Qualified and committed

Moneo holds Chartered Financial Planners status – the gold standard qualification in financial services. It’s awarded by The Chartered Insurance Institute (CII) and it’s something we’re really proud of.

It takes work and commitment – passing professional exams at first-degree level, following a comprehensive Code of Ethics and Conduct and seeking continuous professional development.

But it’s also a great way to show how you serious we are about helping you plan your future. We bring the highest qualifications to the table along with a real commitment to helping you meet your aspirations.