Money Adviser LLP
10 Knights Close,
Willenhall, West Midlands. WV13 1NG
Tel/Fax: 01902 608101 Mobile: 0781
0800499 (8am-8pm Mon-Fri, 8am-12.30pm
Sat) Email: info@moneyadviserllp.com
INDEPENDENT
FINANCIAL ADVISERS
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Money
Adviser
LLP are West Midlands based fee charging Independent Financial Advisers,
offering clients, trustees and professional advisers a choice of services
matched to your core values and intrinsic principles and a
comprehensive range of financial solutions backed by qualification,
experience, expertise and high levels of on-going service. The
firm’s Principle, Paul Ojelay states: “Our purpose is to make the world into
a better place by helping people feel better about themselves, their
financial situation, their financial security, and lifestyle”. Money
Adviser LLP clients are valued and treated as individuals. Your goals and requirements are important
to us and we believe that taking the time to talk to our clients on a one to
one basis helps us to establish exactly what you expect from us and helps us
to determine what you want to achieve within an appropriate timescale Our client relationships are based on trust, respect, service and professionalism. We provide the
personal touch in a high tech world. We offer
professional and independent advice and coaching from a qualified and experienced
trusted Chartered Financial
Planner. The fact that we are independent means that we act on your
behalf and research the market to locate the products and services that best
suit your current needs and circumstances. Once we understand what is important to you and document
your aims and aspirations, we carry out comprehensive research of the market,
formulate and present solutions and recommendations based on what you want to
achieve. We are committed to reviewing your circumstances and personal situation
on a regular basis – unless you agree otherwise at the outset – aiming to assess any changes in
personal requirements, market conditions and changes in financial regulation
and endeavouring to ensure that you continue to receive appropriate advice. |
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SERVICES AT A GLANCE § Investment
Portfolio Construction & Asset Allocation plus Review of Existing
Savings. § Personal
Taxation Advice § Retirement
& Succession Planning § Inheritance
Tax & Asset Preservation § Life Insurance § Health
Insurance, Critical Illness & Income Protection § Mortgage
Advice, Help to Buy Scheme § Shareholder/Key
Persons Protection § Trustee &
Professional Services |
SERVICE CHARTER An Annual Review Meeting With
Your Adviser Including A Complete Review of your Financial Strategy The Money Adviser 12 Point
Financial Health Check Mobile & Email Access To
Your Adviser Face to Face Access To Your
Adviser Between Review Dates The Professionals Service: Strategic Updates To Your
Accountant & Other Professional Advisers where necessary Supplying End of Year Taxation
Information (as required) Recommending Suitable
Professionals As Other Needs Arise The Portfolio Construction
Service: Using A Scientific Risk
Profiling Methodology Design of A Suitable Asset
Allocation Portfolio Design and
Construction The Portfolio Management
Service: Access to Portfolio Valuations Portfolio Monitoring Re-Weighting of Asset Allocation
To Benchmark Written Portfolio Valuations On
Request The Priority Response Service Phone Calls & Emails
Returned Within One Working Day. The Remove The Hassle Service Taking The Complexity And Hassle
Out Of Administering Your Financial Life The Second Opinion Service Making Ourselves Available To
Consider New Ideas From Whatever Source They May Originate. The Inheritance Tax & Estate
Planning Service Property Advice Money Savings The Taxation Planning Service In Conjunction With Your Accountant
And Other Taxation Advisers The Pensions Service Pensions Advice Pension Review Pensions Consolidation Annuity Advice |
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OUR TREATING CUSTOMERS FAIRLY Policy At Money
Adviser, we believe that Treating Customers Fairly should not be just a
statement but a consistently measured and improving on-going client journey. Therefore
we have implemented what we believe is an effective system of continuous
assessment and improvement, using gap analysis and action plans. |
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Email Your Enquiry To:
info@moneyadviserllp.com
USEFUL LINKS
Money Advice Service - https://www.moneyadviceservice.org.uk/en
Public Guardian – Lasting Powers of
Attorney - www.publicguardian.gov.uk
Pension Advisory Service - www.pensionsadvisoryservice.org.uk
Bank of England - www.bankofengland.co.uk
BBC Business News Online - http://news.bbc.co.uk/1/hi/business/default.stm
Financial Times – Market Information - www.ft.com/home/uk
National Landlords Association - www.landlords.org.uk
Help to Buy Scheme - http://www.helptobuy.org.uk/wp-content/uploads/2013/06/Help-to-Buy-equity-loan-buyers-guide.pdf
Experian Statutory Credit Check - https://secure.wiseconsumer.uk.experian.com/wiseconsumer/secure_index.html?data=31
Equifax Statutory Credit Check - https://www.econsumer.equifax.co.uk/consumer/uk/order.ehtml?prod_cd=UKSCR
Where you have a complaint or
dispute with us and we are unable to resolve this to your satisfaction then we
are obliged to offer you the Financial Ombudsman Service to help resolve this.
Please see the following link for further details: http://financial-ombudsman.org.uk
Money Adviser LLP are authorised and regulated by
the Financial Conduct Authority (FCA). The FCA does not regulate taxation
advice, trust advice, some aspects of health insurance and succession planning.
The number of complaints Money Adviser LLP has received this year is 0. The
number of complaints Money Adviser LLP has received since business inception is
0. Please contact us for fee details. If you are in any doubt about any of the
information contained on this web page, then please contact us for clarification.