WE CREATE HAPPY CLIENTS
My Moneytools offers bespoke strategy and evidence based investment solutions. The services we offer range from general financial planning and investment advice, to more specialist advice, such as the suitability of a particular product such as a pension. A full suite of service offered by money tools are listed on this page.
Wealth Management
Wealth management or financial planning is about much more than buying financial products such as a pension wrapper or an ISA. It is a holistic long-term plan that aims to ensure you are in the strongest financial position to achieve your life goals.
Investment Management
Creating and maintaining the right investment strategy is vital to achieving your financial goals. When it comes to planning for you and your family's financial future, how you choose to invest will depend entirely on your personal circumstances and what you want to achieve.
Retirement Planning
The introduction of pension freedoms in 2015 means that there are more options than ever when it comes to planning for your retirement.
Financial Planning
Financial planning can bring peace of mind in the event of the unexpected happening, meaning you and your family can remain financially stable and maintain your current standard of living.
Tax Advice
Arrange your financial affairs as efficiently as possible so you and your family pay the minimum amount of tax necessary.
Estate Planning
Estate or inheritance (IHT) planning is the process of protecting your wealth after you have gone and ensuring you retain control over how your assets are distributed.