Money Honey Financial Planning | Chartered Financial Planners’ cover photo
Money Honey Financial Planning | Chartered Financial Planners

Money Honey Financial Planning | Chartered Financial Planners

Financial Services

Expert, low-cost financial planning via video conferencing | Helping clients save more & stress less, SOLLA Accredited.

About us

Accumulate wealth, not fees ...with a choice of services. We can provide you with guidance, self-service or a full-advice service, so you can choose exactly what suits your knowledge and experience and your budget. You can work with us as a one-off, or you can retain us, so then become your long-term advisor, always looking after your interests. We specialise in helping you with the complexity of using your savings and assets to provide the income and the security you require as you move from full-time work to full-time retirement, and all the stages in-between. We take into account your later life needs and construct financial plans to enable you to pass on your hard earned life savings to future generations effectively and tax-efficiently. Money Honey is different as we offer an entirely digital experience utilising the internet, video-conferencing and secure communications that allow us to keep our fees permanently low and this enables us to provide the most efficient service we can, without having to pass on the usual fixed costs of plush offices, printed brochures and other overheads. All of this means we can offer you substantial savings as long as you are prepared to work in this manner. Money Honey Financial Planning is the trading style of Money Honey Financial Planning LTD, which is authorised by the Financial Conduct Authority. It is registered in England and Wales as 08107960 at 20/22 Wenlock Road, London, N1 7GU

Website
http://www.moneyhoneyfp.co.uk
Industry
Financial Services
Company size
2-10 employees
Headquarters
London
Type
Privately Held
Founded
2013
Specialties
Financial Guidance, Financial Advice, Automated Advice, Investment Planning, Retirement Planning, Long term Care, Estate Planning, Expat Support, Ethical Investing, Social Responsibility Investing, SRI, Impact Investing, Expat Advice, Environmental Investing, Financial Planning, Financial Planner, Financial Advisory, and Insurance

Locations

Employees at Money Honey Financial Planning | Chartered Financial Planners

Updates

  • https://lnkd.in/eTtbQBNx Huge congratulations, Jane – a fantastic and well-deserved appointment 👏 You’ve consistently been at the forefront of promoting better outcomes and higher standards across the retail advice profession, and this is a brilliant reflection of the impact you’ve had over many years. Your combination of deep technical expertise, practical insight as a practitioner, and genuine commitment to doing the right thing for clients makes you an outstanding addition to the Board. The work you’ve already done through the Cross Border Alliance has been invaluable, and I’ve no doubt you’ll continue to help shape best practice across the industry. Delighted to see your hard work recognised – the Consumer Duty Alliance is all the stronger for having you involved.

    View organization page for Consumer Duty Alliance

    3,776 followers

    We’re delighted to announce that Jane Hodges - Chartered Financial Planner has joined the Consumer Duty Alliance Board. Jane brings more than 30 years' of experience across financial planning, executive leadership, compliance, project management and technology. As a Chartered Financial Planner and director of a digital-first IFA practice, she brings both deep technical expertise and valuable practitioner insight. Jane already plays an important role in the CDA as Chair of our Cross Border Alliance taskforce, helping to champion better outcomes for clients with international lives and assets, while raising awareness of cross-border issues across the profession. Her appointment further strengthens our commitment to being a practitioner-led, independent body focused on sharing good practice and improving consumer outcomes. Welcome, Jane — we’re very pleased to have you on board! #ConsumerDuty #FinancialPlanning #Leadership #ConsumerOutcomes #FinancialAdvice #ProfessionalStandards

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