Let's start with a chat

With The Money Guardian, you receive truly personal, value adding 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’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, straightforward and without fuss. We understand it can take time to make such big decisions, especially when you are busy with your career or family. We help you to make the decisions that feel right for you, when it feels right to do it.


A free consultation to understand exactly what you need

It’s important to feel you can trust your adviser. 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.


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 personal and expert financial recommendations, then call or meet with you to discuss them. If you choose to go ahead, we’ll liaise with providers on your behalf and secure you the best deal. We’ll also complete the application process for you. That way you’ll get the best outcome in the quickest time.


What our clients say

Get in touch with one of our team today

Call us on 0118 466 8712, email us at [email protected]
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