FAQs

You can email Anna anna.taylor@moneo-ifa.co.uk, call us on 0117 9738288, or send us a message via our website www.moneo-ifa.co.uk/contact, and we will be in touch. We normally arrange a quick call before the initial meeting to check that we are a good fit.

No. The initial meeting is at our cost, and there is no obligation to you. The meeting will be informal and will establish what’s important to you, what you are trying to achieve, and whether we would be a good fit.

No. We will send you a summary of the discussion after our meeting, and we encourage prospective clients to take their time and reflect on our discussion before making a decision.

Clients typically engage us between 5-10 years from retirement. They want clarity as to what they need to do and peace of mind to know that they will be okay. We typically work with small business owners, professionals and retired clients.

Yes. Being able to provide impartial, independent advice is a core value of our business.

Yes. We are regulated by the Financial Conduct Authority (FCA) and our FCA reference number is 440828. You can find our details on the FCA register here.

Depending on how the conversation flows, initial meetings typically take between 70-90 minutes.

To make the most of our meeting, you may want to review your last investment or pension statement before you come in, in case it comes up.

When clients engage our services, the first work we do is a detailed Strategy Report that reviews all your existing plans and clarifies what needs to be done for you to achieve your financial aspirations. This includes the building of a bespoke Cashflow projection. The fixed cost of the Strategy Report depends on the time and complexity of the work involved and is typically in the range of £1,370 to £1,760. We will confirm the cost in the meeting summary we provide you after our meeting.

There is plenty of metered parking by our office. Just tell us your registration number and the Ringo meter number, and we will sort the rest and pay for your parking.