With MoneySavvy you'll be able to see your whole financial universe through one simple dashboard - with great products and solutions only a few clicks away!
This sits at the heart of MoneySavvy. The problem, for all sorts of reasons, is that unless you've got, on average, over £100,000 to invest, it's really hard to get meaningful financial guidance. That means, if you're just starting out in life trying to “get things sorted” or have investments and pensions but “they're not quite big enough” you might struggle to get the guidance that you want and need.
We just don't think that's fair. That's why MoneySavvy is dedicated to creating access to high-quality digital financial planning for all, whenever it's needed, at a price that everyone can afford.read more...
Finding the right financial products, understanding your attitude to investment risk and choosing suitable investment funds isn't easy at the best of times. Without ready access to financial planning, it can be a real challenge, and, whether you're new to planning your financial future or someone who's already “dipped their toes”, you want to know that you're doing the right thing and making good decisions.
MoneySavvy will give you access to market leading products and investment solutions. It'll guide you and make sure you understand what you need and why. On top of that, you'll know you're paying a fair price so you can plan and manage your money with confidence.read more...
Everybody wants the best life possible, to feel safe to live their dreams. Money and financial success - making the right decisions and finding the right path - can play a big part in that.
That's why having access to financial planning and good quality products is so important. We want to deliver a level playing field, making sure that everyone who wants it gets the guidance they need: Guidance that can educate and create confidence. Guidance that can empower people to build their future, to dream their dreams and make them happen.read more...
Instant, unbiased, tailored financial planning via your PC, laptop, tablet or mobile phone. Whenever you want it, whoever you are!
Your investments, pensions, savings, life assurances, bank accounts and debts, all in one place, easy to see and understand.
Planning and products priced to give you confidence and to help you build the financial future you want: For you and your family.
Get closer to your money: Check your financial “health” and measure your progress against your goals and objectives.
Introduce family and friends to MoneySavvy and grow your savings. The more people you introduce, the faster they'll grow!
A couple of years ago we, a small group of grizzled financial services veterans who’ve done and seen it all, met up for coffee and cookies in a small coffee shop in Oxford. We had an idea to do something different: to build a financial planning app that people would actually like, that would be useful to the majority of people and that financial advisers could get behind.
We liked our idea so much we gave it a name: MoneySavvy, and started pulling together some of the best people we could find - tech geeks, marketeers and product types - to build a team. Like minded individuals who shared our principles.
Loving a latte and a chocolate chip we became wedded to our idea: sensible, easy to understand financial planning for the masses, great products and investment solutions in a digital app the customer could trust.
That’s our story.
We are working hard in the background to get MoneySavvy ready for our customers in early 2024. However, in the meantime we would love to hear from you! So please drop us an email and we will do our best to get back to you within 2 working days.