Financial Planning

Specific financial advice on financial products marketed by the financial services industry is a regulated activity - the regulator is the Financial Services Authority. MoneyIQ does not provide advice on specific financial products, what we do is help people understand the STRUCTURE of their finances. We work for you, not the finance industry, and can provide further protection against commission driven sales tactics.

We at MoneyIQ are qualified Financial Advisers, but choose to be paid direct by the client rather than the financial services industry. So we understand the environment. We can arrange for any regulated product advice should you need it.

Understanding your Money

We all have a number. What's yours? It is the amount of money you need for the rest of your life to keep living the life you've got or to start living the life you want. Not just to survive, but to live life to the full. It's different for each of us.

So....

What is your number? How much do you really need? How much is enough? Is it one, two or five million?

A lot more? A lot less?

Whatever it is - you need to know. How to calculate my number.

Once you know what you need...several things start to happen

You Make plans
It becomes easier to make plans, to move forward because you have knowledge of what will happen and the consequences of your actions.
You Gain Control
Knowing where you are and where you are going gives you a sense of control over your life, rather than feeling that you are just moving week to week or month to month. You have purpose and goals.
You Worry less
Knowing where you are going simply reduces the worry you might feel about money. Plans are in place to sort issues out.

For a free consultation - contact us