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Moneo Wealth Management Limited

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Moneo Wealth Management Limited

Overview:

Founded in 1999, Moneo Wealth Management offers its clients a focused Financial Planning service. We are fully independent and impartial, we are not linked to any bank, insurance company or investment house.

Moneo Wealth Management works with both individual clients and businesses to remove their worries and concerns and move towards the achievement of their goals and aspirations.

    Wealth
Management        We provide advice in all areas of financial planning and we specialise in “Wealth Management”. We are regulated by the Financial Services Authority and our registration number is 440828. For more details please go to >>services


    Clients     We advise a broad range of clients including businesses, the employed, self-employed and the retired. While each of our clients is unique, they all have one thing in common: they want unbiased investment advice from highly qualified, experienced professionals.


    Objective       We are dedicated to helping our clients achieve their financial objectives and goals by securing them a successful financial future. We strive to exceed expectations while being responsive to our client’s individual needs.


    Cost     We prefer to work on a fee basis with clients rather than through commissions. We feel this offers a much more open and honest way of doing business. Our fees are not based on an hourly rate. If they were, we could simply do the work twice as slowly and get paid twice as much! Our fees are based upon the value that a client receives. All fees are advised up-front. This way you know the cost before commissioning any work. Over the years we have found this to be the way that clients prefer to work.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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