With The Money Guardian, you receive truly
tailor-made financial advice.
Everyone’s different. So we focus on precisely what’s right for you. And it all begins with a chat.
Whether it’s financial advice for you, your family or your business, we won’t just focus on the short-
term either. We’ll ask questions that can help us guide you through a lifetime of important decisions.
Two-steps is all it takes
Our approach to financial planning is simple and straightforward and without pressure. We understand it can take time to make such big decisions,
especially when you are busy. We help you to reach the decision that feels right for you, when it feels right to do it.
Step 1
A free consultation to understand
exactly what you need
It's important to feel you can trust your adviser. So this first meeting gives us a chance to get to know each other. It means you can tell us your goals. And we can tell you how The Money Guardian can help. We'll also let you know about any costs if you do choose to go ahead, so everything is clear and transparent.


Step 2
A review of your options,
recommendations and help with the forms
All the information from Step 1 helps us review the options available to you. We'll give you tailor-made recommendations, then call or meet with you to discuss them. If you choose to go ahead, we'll negotiate with providers on your behalf. We'll also complete the application process for you. That way you'll get the best outcome in the quickest time.
TESTIMONIAL
What our clients say
The Money Guardian were incredibly thorough and thoughtful in their approach; I really liked their calm and reflective approach. They were also able to bring their understanding and the realities of juggling a growing business with family life.Karin Valentiner
- Psychologist
I would strongly recommend The Money Guardian for any financial advice you may need. We will definitely be keeping their business card for anything else we may need advice on in the future.Rebecca Wakerley
- Nanny
Our case was not straight forward and after speaking to other financial advisors we came across The Money Guardian. They managed to secure us a mortgage with a significantly higher level of borrowing. They were friendly, reassuring and professional. I would strongly recommend The Money Guardian.Dan Buchanan
- Director
The team at The Money Guardian helped navigate the market and advise on the most suitable products for my circumstances, securing a suitable mortgage for me quicker than I was told possible by my own bank. I have been very happy with the service provided.Andrew
- Project Manager
We wanted help to find our first mortgage & The Money Guardian fully understood our case from the outset and worked in a concise timely manner to help us secure the best mortgage we could.Ian Masterson
- Public Health Engineer
The Money Guardian were personable, proactive, responsive and made recommendations which really eased the process. I would highly recommend The Money Guardian services to others seeking mortgage adviceLuke Mortimer
- Project Manager
The Money Guardian are by far the most clear-headed and insightful people I've met. I've also gained greater security and sound financial planning into the future. The team were brilliant! They did more than I expected and always worked at my pace and understanding.Karin Valentiner
- Psychologist
The Money Guardian helped me by getting a mortgage offer. This was the first time I have used a financial adviser, and I feel everything the team did for me has been great!Chris
The Money Guardian made every step simple, easy and hassle free for us, completing the mortgage application without us having to do much. We couldn't recommend The Money Guardian more and will definitely work with them in the future.Stella Chatzianagnostou
- IT Professional