Chartered Financial Planners

Established in 1999, Moneo holds the prestigious Chartered Financial Planners status, the gold standard qualification in financial services.

Based in Bristol and Hertfordshire we specialise in helping people to identify the lifestyle they want and what it will cost. We then help them plan their financial lives so they achieve their goals.

We help them to plan and implement a bespoke financial plan that gives them peace of mind and security now and for the years ahead. We’re always on hand to provide tailored advice.

That’s what Moneo means – it’s derived from Latin, meaning to advise and teach. We’re here to share our wisdom and we always tell our clients the candid truth to help them make well-informed financial decisions.

Integrity and honesty are our guiding principles and our focus is always on our clients. We always put their needs ahead of everything.

 

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.