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'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'.
Services
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've held Chartered Financial Planners status since 2008. It's awarded by The Chartered Insurance Institute (CII) and it's an exclusive title earned by firms "at the peak of the financial advice profession". It means passing professional exams at first-degree level, following a comprehensive Code of Ethics and Conduct and committing to a programme of continuous professional development.
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.
Ken graduated from Liverpool John Moores University in 1991 with a First-Class Honours in Building Surveying. He started as a financial adviser with General Accident and set up Moneo Wealth Management Ltd in 1999. Ken holds advanced financial planning qualifications in taxation and trusts, personal investment planning, business financial planning, pensions, investment portfolio management and investment planning.
We've been looking after our clients for a long time now and we've established some key principles that underpin everything we do. They're the qualities we hold dear and they help us to make sure we do the right thing, at the right time, every time. Quality is our hallmark. We'll never compromise on the quality of the advice we give, our availability to listen or the expertise and commitment of the people we hire.
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