What services do we offer?

Moneytools offers bespoke strategy and evidence based investment solutions. The services we offer range from general financial planning and investment advice, to more specialist advice, such as the suitability of a particular product such as a pension. A full suite of service offered by money tools are listed on this page.

Why Choose Money Tools?

Money Tools have access to a wider range of choices than you’d be able to assess realistically on your own. You also have more protection if things go wrong if you buy based on the advice we give you.


Protection advice
Retirement income options
Mortgage advice
Lifetime mortgage advice
Investment advice
Pension advice
Savings advice
Tax planning advice
Risk Management and Insurance Planning
Investment and Planning Issues
Retirement Planning
Tax Planning
Estate Planning
Cash Flow and Liability Management
Personal tax & trusts
Bespoke personal financial planning
Investment management
Private banking

This is just a summary of the services we can offer.
If there is anything else you may need please don’t hesitate to get in touch