Moneo Wealth Management Ltd

Independent Financial Adviser  Cardinal Point, Rickmansworth, Hertfordshire, WD3 1RE
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FCA authorised
Last authorised 17th May 2021
Chartered Financial Planners – Planning for all the things that really matter - family, security, values, freedom, financial independence.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group life insurance
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Stockbroking services
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Long term care
Meet our advisers
MR Kenneth Craig Connor APFS
Director
About us

Do you know if you will be able to achieve all your life/family goals and needs? We passionately believe in something called ‘Lifestyle Financial Planning’. This presents your current and future needs in a clear, easy to understand format, allowing you to see if you will achieve and/or maintain your desired lifestyle or needs, without the fear of ever running out of money, no matter what happens. It is like having your own personal roadmap for you and your family. It will take you from where you are today to where you want to get to. Most importantly, with the ability to see if you are still on the right road at any point on your journey. We really enjoy helping to make a difference to people’s lives. Our Chartered status reflects our highly qualified advisers with decades of experience, promising you the very best that our industry can offer.

Our services

We take the complexities of the financial world and present them in a clear and easy to understand format, with a tailored approach to each individual client. We are listeners. A most important quality to establish your needs and attitude any risks involved. With a list of clients choosing to stay with us over their lifetime, we are confident we can make a difference to your life also.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Cardinal Point, Park Road, Rickmansworth, Hertfordshire, WD3 1RE

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