Moneo Wealth Management is 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 𝗹𝗶𝗳𝗲We 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 are holders of 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 𝗿𝗲𝘀𝘂𝗹𝘁𝘀In fact, 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. And 97% of clients report that they would recommend Moneo to other people.𝗢𝗳𝗳𝗶𝗰𝗲𝘀 𝗶𝗻 𝗕𝗿𝗶𝘀𝘁𝗼𝗹 𝗮𝗻𝗱 𝗛𝗲𝗿𝘁𝗳𝗼𝗿𝗱𝘀𝗵𝗶𝗿𝗲Based 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 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲Our charging structure is clear and straightforward. You can find it on our website at www.moneo-ifa.co.uk along with more information on how we work and our clients' stories, told by them.𝗔𝗻 𝗶𝗻𝗶𝘁𝗶𝗮𝗹 𝗺𝗲𝗲𝘁𝗶𝗻𝗴 𝗮𝘁 𝗻𝗼 𝗰𝗼𝘀𝘁We 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. 𝗧𝗼 𝘀𝗲𝘁 𝘂𝗽 𝗮 𝗺𝗲𝗲𝘁𝗶𝗻𝗴 𝗽𝗹𝗲𝗮𝘀𝗲 𝗰𝗼𝗻𝘁𝗮𝗰𝘁 𝗺𝗲 𝗼𝗻: 📞 𝟬𝟭𝟭𝟳 𝟵𝟳𝟯𝟴𝟮𝟴𝟴 📧 𝗸𝗲𝗻.𝘀𝗶𝗺𝗺𝗼𝗻𝗱𝘀@𝗺𝗼𝗻𝗲𝗼-𝗶𝗳𝗮.𝗰𝗼.𝘂𝗸.