Choosing your financial planner

It’s your financial planner’s job to get to know you, understand your goals and help you draw up the right strategy to meet them. When you choose your financial planner, you need to take your time and be selective. You need to feel they’re a good fit and that you’ll be able to work with them, because the right financial planner can empower you and help you to build a secure future for you and your family.

A good fit is important to us too – we’ll only work with clients where we believe we can add real value to their lives. Most of our new relationships come from introductions from existing clients and we encourage prospective new clients to speak to our clients about their experience of working with Moneo.

The first step in getting to know each other is to meet for an informal chat, where we’ll explore what your key financial and life goals are and establish how we can help.

Who we work with

We provide high quality independent advice to a diverse range of clients that includes business owners, professionals, executives, those approaching retirement and clients who are already happily retired.

But there’s much more to client relationships than a category – everyone has a different story and each set of requirements is unique.

We’re here to give clients clarity over what they need to do to achieve their financial and life goals so they have both the confidence to enjoy their wealth and peace of mind.

Become a client