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Protection Package
Our protection package is a must-have for homeowners in the UK
Looking for a financial advisor that you can trust? Look no further than MoneyRight. We have everything you need to bring your financial plans to fruition.
Achieving your objectives is our job. However, a major part of the financial planning journey is to insure you against the obsticles that could stop you in meeting your objectives.
MoneyRight is highly experienced in advising and recommendting tailored protection for you whether that is a simple life insurance or a more comprehensive package.
We do not normally charge a fee for protection advice as we will normally be paid by the provider directly. When you meet with us, you will have a crystal clear picture of fees before you agree to advice.
About This Service
Like all other advice at MoneyRight, we will begin your journey will a full and comprehensive analysis of your circumstances. We will then detail out your objectives and if you agree, we will then work on a solution for you.
Once we have completed research, we will then present your recommendation to you and the reasons to why we have come to this conclusion.
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 naviagting this journey for you and you will not only achieve home ownership, but you will also leave with knowledge.
MoneyRight protection, works!
At EVERY meeting, we discuss your objectives and long term plans. We do not stop there, at your meeting, we will discuss the speed bumps that could slow or stop you from hitting your objectives. We will aim to highlight and protect you against the speed bumps with a bespoke protection plan that suits you and your family.
- Normally no cost to you (our commision offsets our fee).
- MoneyRight is not tied to any insurance provider.
- You will receive a comprehensive report justifying our advice.
7-Day per week support
You can contact your MoneyRight advisor at any point no matter what our 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+, Most firms will charge a % of your funds even though the service normally is exactly the same regardless of investment amount. Most Advisors do not want their clients to have an instantly accessible online platform to view their investments. Tony did not agree withthe way in which financial planning firms in the U.K. normally operate, so MoneyRight was born.
