Money Minder UK

What Money Minder does

Our priority is to help you to make informed decisions in order to put you in control of your own financial planning affairs so that you can grow, manage and protect your wealth, now and in the future.

If you want advice but you're not sure what areas you'd like to focus on, or what might be best suited to your needs and budget, please contact us for a FREE informal chat about your requirements without obligation.

Our Independent Financial Advice Services

We provide a range of independent financial advisory services to individual clients and business owners.  These are services designed to help you make tactical decisions about a particular aspect of your financial life.

Benefit from our expert advice on:

Protecting You and Your Family *online discounts available

Retirement Planning

Divorce Financial Planning

Investment Planning

Inheritance Tax Planning (IHT)

Mortgage and Debt Advice (Advice Provided by an Independent Mortgage Broker)


Corporate Financial Planning

Find out more about Money Minder

Use our online enquiry form

Glossary

Online Discount

Flat Fee

As we are not providing you with any advice about the suitability of the plan you are purchasing, we give up all the initial commission that we would normally be paid and instead charge you a one off fee of 35 to process the paperwork. All of the commission that is given up is used to reduce the premium that you would normally have to pay.

This option is cheaper than going directly to the provider.

Minimum Hassle

By buying online you gain full access to our online discount. As an independent financial advisers we are able to offer products from across the breadth of the market place, helping you to find the policy that best suits your needs for the best price.

Because at no point have you spoken to a financial adviser this process does not qualify as formal financial advice, and as such you cannot claim any protection from the financial ombudsman authority.

However, if you feel comfortable with the information you have received and you are happy you now know what it is you want, you can take advantage of our online discount and proceed to our online market-place.

Flat Fee

As we are not providing you with any advice about the suitability of the plan you are purchasing, we give up all the initial commission that we would normally be paid and instead charge you a one off fee of 35 to process the paperwork. All of the commission that is given up is used to reduce the premium that you would normally have to pay.

This option is cheaper than going directly to the provider.

Minimum Hassle

By buying online you gain full access to our online discount. As an independent financial advisers we are able to offer products from across the breadth of the market place, helping you to find the policy that best suits your needs for the best price.

Because at no point have you spoken to a financial adviser this process does not qualify as formal financial advice, and as such you cannot claim any protection from the financial ombudsman authority.

However, if you feel comfortable with the information you have received and you are happy you now know what it is you want, you can take advantage of our online discount and proceed to our online market-place.

Over the Phone

By buying over the phone you are entitled to a discount, but this will not be to the same extent as that available online.

As an independent financial advisers we are able to offer products from across the breadth of the market place, helping you to find the policy that best suits your needs for the best price and you will be able to ask a qualified financial adviser any questions you may have about your policy.

Because you speak to a financial adviser, but do not undergo a formal consultation at any point an over the phone consultation only represents limited financial advice. This is however sufficient to ensure that you are protected by the financial ombudsman authority.

Face to Face

By buying through a face-to-face consultation you receive full financial advice which entitles you to full protection from the financial ombudsman authority.

As an independent financial advisers we are able to offer products from across the breadth of the market place, helping you to find the policy that best suits your needs for the best price and you will be able to ask a qualified financial adviser any questions you may have about your policy.

Finance Navigator

Money Minder?s online, live tool to help you determine:

  • What type of financial product you need
  • How much you need
  • Even if it?s needed at all!
  • What add on products you may benefit from
  • With help icons ? for detailed explanations

All from a handful of quick questions summarised in a handy report that you can save/download before you buy.

Ready to buy?

OK, now you?re ready and armed with all the information you need to make an informed choice.

  • Use our Quick Quote centre
  • To buy the right product at the best price

How to buy?

It is unique, Money Minder is the only site to offer such a transparent choice to buy. We offer 4 different services:

  • Flat Fee, DIY, the cheapest option
  • Minimum Hassle, quick quote, answer a few questions & we do the rest. Heavily discounted
  • Over the phone, if you need re assurance and want to speak to an adviser. Discounted
  • Meet an adviser, if you like a full in depth financial review, this is your best option available.