Need a digital planning solution for dormant clients? Worried about advice risk in legacy business?Want to build income and increase value?
It's time to get MoneySavvy.
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Coming 2024...
Launching in Q1 2024, MoneySavvy is the holistic digital planning solution that will enable UK financial advisers to re-engage dormant clients, provide service to new clients, to deliver the service they need and to create new, exciting and meaningful income and value opportunities for their businesses.
MoneySavvy: It's what you've been waiting for!
Get savvy about MoneySavvy...
The MoneySavvy Principles
MoneySavvy is built on 3 clear and driving principles;
principles we believe that financial advisers will share and applaud:
Everyone should have access to high-quality financial planning, irrespective of who they are and where they are in life.
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...Everyone should have access to high-quality financial products with transparent, fair and competitive pricing.
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...Everyone should be given the means to design and secure their own financial success.
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...
- Principle 1
- Principle 2
- Principle 3
Why choose MoneySavvy
A holistic digital financial planning solution for your clients
Immediate, unbiased and tailored financial planning for dormant clients and for those with smaller investments or simple needs.
High quality products and investment solutions
All digital guidance given to your old clients will be supported by high quality, well-priced products and investment solutions. That's the MoneySavvy promise: To you, and your clients.
Awaken old income streams and create new value opportunities for your business
Re-engage your legacy book and create additional income from dormant clients, building long term value for your business.
Refer your clients, MoneySavvy will do the rest!
Refer your dormant and smaller clients and MoneySavvy will take care of everything, making sure they're well looked after in a way you'll approve of.
De-risk your dormant client book
All advice dates over time. MoneySavvy will make sure your old clients get up-to-date guidance, removing risk from your business.
Create new retirement opportunities
Creating value from your dormant clients, MoneySavvy will help you build your business value for when it's time to sell, or give you a different kind of retirement opportunity.
A simple dashboard to measure progress
Your personal MoneySavvy dashboard will keep you informed of where you, how many clients have come on board and the MoneySavvy income you're building.
About
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.
Contact Us
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.