Financial Planning – Secure
Tomorrow, Today

Planning your financial future shouldn't be overwhelming—it should be empowering. At Monefi, we help you take control of your money with clear, practical strategies tailored to your life goals, circumstances, and ambitions.

Whether you're just starting out or fine-tuning your long-term plans, our financial advisers are here to guide you through every step of your financial journey.

Our Financial Planning Services

Investment & Retirement Strategy
Grow your wealth and prepare for life after work. We’ll design a tailored plan that balances your investment goals with your retirement needs—so you can build and enjoy your future with confidence.
Estate & Legacy Planning
Leave a lasting impact. Our team helps you protect your assets, minimise inheritance tax, and pass on your wealth in line with your wishes—securely and clearly.
Tax Efficiency & Smart Structuring
Make every pound work harder. We’ll help you legally reduce tax liabilities by making the most of your allowances, savings vehicles, and income strategies.
Life Goals & Financial Problem Solving
From buying a home to launching a business or managing debt, we create practical, flexible plans that turn real-life goals into financial success stories.

Why Work with Monefi?:

FCA-authorised advice you can trust

Tailored strategies for every stage of life

Transparent planning tools and regular progress reviews

Friendly, jargon-free advice from qualified professionals

Frequently
Asked Questions

Couldn’t find what
you’re looking for?

02080028761

hello@monefi.co.uk

What is the difference between life insurance and income protection?

Life insurance provides a lump-sum payout to your loved ones if you pass away during the policy term. Income protection, on the other hand, pays you a monthly income if you’re unable to work due to illness or injury—helping you cover bills and maintain your lifestyle while you recover.

Will applying for a loan or mortgage with Monefi affect my credit score?

Can I get financial advice even if I don’t have a lot to invest?

How long does it take to get approved for a loan or mortgage?

What happens if I want to cancel my insurance policy?

Couldn’t find what
you’re looking for?

02080028761

hello@monefi.co.uk

Monefi Limited is authorised and regulated by the Financial Conduct Authority, with firm reference no. 938387. Registered in England and Wales with company no. 12857853 and with registered offices at Burton Varley Ltd Suite 3, 2nd Floor, Didsbury House, 748-754 Wilmslow Road, Manchester, England, M20 2DW

Financial Planning – Secure Tomorrow, Today

Our Financial Planning Services

Investment & Retirement Strategy

Grow your wealth and prepare for life after work. We’ll design a tailored plan that balances your investment goals with your retirement needs—so you can build and enjoy your future with confidence.

Estate & Legacy Planning

Leave a lasting impact. Our team helps you protect your assets, minimise inheritance tax, and pass on your wealth in line with your wishes—securely and clearly.

Tax Efficiency & Smart Structuring

Make every pound work harder. We’ll help you legally reduce tax liabilities by making the most of your allowances, savings vehicles, and income strategies.

Life Goals & Financial Problem Solving

From buying a home to launching a business or managing debt, we create practical, flexible plans that turn real-life goals into financial success stories.