Moneo Wealth Management Ltd

We're an independent, Chartered Financial Planning firm. We provide financial planning solutions to business owners, professionals and executives, and those at or approaching retirement. Our goal is simple: to positively impact our clients' lives. 𝗔 𝗿𝗲𝘁𝘂𝗿𝗻 𝗼𝗻 𝗹𝗶𝗳𝗲 We believe good financial planning is really about a ‘return on life’. Our role is to help people maximise that return and give our clients the clarity and confidence they need to enjoy their wealth. 𝗖𝗵𝗮𝗿𝘁𝗲𝗿𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗲𝗿𝘀 - 𝗧𝗵𝗲 '𝗴𝗼𝗹𝗱 𝘀𝘁𝗮𝗻𝗱𝗮𝗿𝗱' We offer a 'gold standard' service. Established in 1999, we hold the prestigious Chartered Financial Planners status and are committed to delivering a highly personalised experience. It’s something our clients have grown accustomed to, and a part of the Moneo way. 𝗚𝗿𝗲𝗮𝘁 𝗰𝗹𝗶𝗲𝗻𝘁 𝘀𝘂𝗿𝘃𝗲𝘆 𝗿𝗲𝘀𝘂𝗹𝘁𝘀 In our recent client survey, 98.6% of clients said they believe working with Moneo has helped them, or will help them, to achieve their financial goals. 97% of our clients would recommend us to other people. 𝗢𝗳𝗳𝗶𝗰𝗲𝘀 𝗶𝗻 𝗕𝗿𝗶𝘀𝘁𝗼𝗹 𝗮𝗻𝗱 𝗛𝗲𝗿𝘁𝗳𝗼𝗿𝗱𝘀𝗵𝗶𝗿𝗲 Based from our offices in Bristol and Hertfordshire, we specialise in helping clients to identify their lifestyle objectives and building financial planning strategies to achieve them. All our strategies are bespoke, flexible, tax efficient and excellent value for money. 𝗔 𝗰𝗹𝗲𝗮𝗿 𝗰𝗵𝗮𝗿𝗴𝗶𝗻𝗴 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 Our charging structure is clear and straightforward. You can find it on our website at www.moneo-ifa.co.uk. 𝗔𝗻 𝗶𝗻𝗶𝘁𝗶𝗮𝗹 𝗺𝗲𝗲𝘁𝗶𝗻𝗴 𝗮𝘁 𝗻𝗼 𝗰𝗼𝘀𝘁 We always offer an initial consultation at no cost and no obligation, where we can get acquainted, help define your goals, explain how we can help you and confirm in writing what our services will cost. 𝗚𝗲𝘁 𝗶𝗻 𝘁𝗼𝘂𝗰𝗵: 📞 𝟬𝟭𝟭𝟳 𝟵𝟳𝟯𝟴𝟮𝟴𝟴 (𝗕𝗿𝗶𝘀𝘁𝗼𝗹) 📞 𝟬𝟭𝟵𝟮𝟯 𝟮𝟬𝟮 𝟯𝟯𝟬 (𝗥𝗶𝗰𝗸𝗺𝗮𝗻𝘀𝘄𝗼𝗿𝘁𝗵)