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Corporate Clients
Ensuring businesses have their MoneyRight
Are you a key decision maker at an organisation? If you are, you will likely know that financial planning is high on the agenda of your employees.
You likely offer support for your employees in many ways such as pension contributions, life assurance and even nice benefits like shopping discounts!
So, why do you not offer support for your employees when it comes to their personal finances?
At MoneyRight we can tailor a bespoke solution for your organisation. Please arrange a consultation and we will work with you to design a solution to meet your needs.
About This Service
You may want to offer financial coaching or full regulated financial planning for your employees.
The services we offer for private clients is the same for corporate clients but we can work with you to ensure that you will get the best possible value for your money. These services include:
- Pension Planning
- Protection Policies
- Mortgage Advice
- Investment Management
Why Choose MoneyRight?
If you are looking for a financial advisor that you can trust, look no further than MoneyRight. Here are some of the reasons that our clients from across the UK love us:
Financial Coaching
Financial planning should not just be available for individuals with large amounts of funds. We believe EVERYONE should aim to enhance their financial knowledge. Most Advice firms do not offer this service but MoneyRight is not any firm. Contact us today for a free inital chat and we will point you in the direction of a service that suits you for your current objectives.
Financial planning
Investing and preparing for a fulfilling retirement requires careful planning and strategic foresight. With MoneyRight Financial Planning, you can embark on your retirement journey with confidence. Our personalised retirement planning services are designed to align with your dreams and aspirations, ensuring that you can enjoy your golden years to the fullest.
Home Ownership
We know how daunting it can be to start the journey to buying a home. Finding a home is hard enough but you now need to understand the world of mortgages whilst also insuring your mortgage should the worst happen. At MoneyRight we have the expertise of navigating this journey for you and you will not only achieve home ownership, but you will also leave with knowledge.
MoneyRight for Business
MoneyRight understands all businesses can have different needs, from protectioning shareholders, arranging pensions and insurance plans for employees to providing additional value to your clients. We will work with you to build a bespoke offering to target what you actually want and need.
- Bespoke solutions.
- We can provide non-advice services (the MoneyRight review).
- You can refer clients to us with complete assurance of excellent service.
7-Day per week support
You can contact your MoneyRight advisor at any point no matter what your question is. No question is silly and we are happy to help.
Packages tailored around you
Rather than pigeon hole you into an ongoing service package and fee that suits the advisor, at MoneyRight, YOU control what service you receive and what you pay.
No-nonsense fixed fee structure
You will pay for the level of service you want. Just because your investments increase overtime, does not mean your advisor costs should.
Regular reviews and check-ups
Want one review per year? want more? At MoneyRight you can choose a package that suits your own specific requirements.
why should I choose MoneyRight?
Our Founder Tony has a clear view on how the financial planning industry can better meet the majority of clients needs. Most firms will only speak to clients who have £100,000+. Many firms will charge a % of your funds even though the service normally is exactly the same regardless of investment amount. Many Advisors do not want their clients to have an instantly accessible online platform to view their investments. Tony did not agree with the way in which financial planning firms in the U.K. normally operate, so MoneyRight was born.
