Moneyology

At Moneyology we always find out what is really important to you in your life.
We provide you with your own secure online web space so that you can view all policy documentation online, along with live valuations of your investments, performance history and a secure way of communicating with us.
This service is available on a range of devices including web, iPhone, Google Android and iPad. We are in it for the long term and are committed to be there for you at every stage of your life with advice and recommendations to make your life more efficient and easier so you can spend time doing what you enjoy the most.
We are truly transparent in the advice and recommendations we give and the way we are paid.
We provide you with a successful investment experience.
As a fee based Financial Planner/Independent Financial Advisor (IFA) with over 20 years' experience my clients always benefit from quality impartial on-going advice, with someone they know and can trust.
Our Services include:
Wealth Management
Financial Planning for business owners
Asset allocated evidence based Investment Planning
Doctors & Dentists in NHS & Private Practise
Financial Life Planner
Pre-Retirement Planning
Family Protection
Pension Review
Cash Flow Modelling
Post-Retirement Planning
Business Protection
Pension Performance Review
Corporate Protection
Business Investment advice
Corporate Pensions
Investment planning
Strategic Pension planning
Life Planning
Moneyology Limited is Regulated and Authorised by the FSA No.551 407 Copyright Moneyology 2011. All Rights Reserved. Incorporated in England and Wales. Registered number 07498272. Registered office as above.