Moneo Wealth Management Ltd

We're 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. We 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-'' We offer a 'gold standard' service. Established in we hold 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. 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. 97% of our clients would recommend us to other people. Based 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. Our charging structure is clear and straightforward. You can find it on our website at We 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:()()