Financial planning can provide you with greater wealth and security for the future for you and your family.

We are able to offer a broad range of financial services and solutions, from investment and savings to pensions and life assurance.

Effective financial planning is so easy to do with the help of our advisors. In order to find out more about our service, complete our short enquiry form, and we will respond as soon as possible.

Education
One of the most common reasons for considering financial planning is to ensure that we have enough spare cash to enable our children to have the best possible education. Select this option and complete the short form and we will ensure that a specialist advisor contacts you with a number of options. Note that this service is free and you are under no obligations to take the advice given.

Investments
The performance of investments over the long and short term is critical to financial planning and ensuring a secure and comfortable future. Our expert financial advisors have a strong understanding of the investment world and their expertise comes from many years experience dealing in the equity, bond and cash markets, both domestically and globally, for many private individuals, trusts and charities.

MoneyMonkey.co.uk can help you with a wide range of investment products, including PEP Transfers, ISAs, unit trusts, investment bonds, portfolio management, OEICs, investment trusts and endowments.

Protection
As part of a balanced financial plan, it is essential to consider protection policies to provide cover for you against unexpected occurrences that may impact upon your personal and family financial wealth.

Many policies are now available on the market, but it is essential that you choose the right range of policies at the right price for you. MoneyMonkey.co.uk’s advisors can help you choose from a fantastic range of protection policies from major providers.

Let MoneyMonkey.co.uk do the hard work for you to help you understand and choose the policies you need, when you need them, at the right price. Key policies that MoneyMonkey.co.uk can help you with include Life Assurance, Long Term Care Planning, Permanent Health Insurance, Critical Illness Insurance and Private Medical Insurance.

Mortgages
For many individuals the most significant purchase they will ever make will be the home in which they live, and to help with the purchase some form of mortgage loan will be sought. There are hundreds of mortgage providers on the market with thousands of products on offer. Identifying which mortgages suit you and making an informed decision can be a very difficult thing to do. Let MoneyMonkey.co.uk’s advisors help to guide you through the options.

The advice given will be fully independent, with no ties to any single mortgage provider. This enables us to research the entire mortgage market on your behalf without any bias towards products that may be unsuitable for you. This, together with our specialist advice, means you can be certain to obtain the most suitable and competitive mortgage offer available.

Pensions
In today’s world, with an ever-increasing proportion of the population reaching retirement age, planning for this period of your life has become very important. It is unlikely that state pensions will provide you with sufficient income in your retirement, so let MoneyMonkey.co.uk help you to plan now to ensure that you can get the best out of your retirement.

Whatever your age and circumstances, the sooner you seek advice, the easy your life will be. It is too easy to put this discussion off until tomorrow but don’t delay – contact us today and we will help put you at ease and ensure that you can have peace of mind for your retirement.

MoneyMonkey.co.uk’s specialist advisors have a wealth of experience in the market and consider any existing pension provisions and schemes as well as being able to suggest a large variety of other options to suit you.