Advice Tailored For You

Like you, our clients come from all walks of life, with unique circumstances and individual requirements. As such, we recognise ‘one size does not fit all’ and we tailor our advice and solutions accordingly.

Financial advice is sought for numerous reasons. Our clients choose FortyOne Money because they value impartial independent advice. We explain how best to plan for not just your present needs and requirements, but the future ones as well. We strive to create a long-term relationship built on integrity, trust and transparency.

We cannot be everything to everyone and we realise the world of financial advice has become ever more complex. We work with leading experts including, Investment, Pension & Inheritance Tax Adviser, Solicitors, Accountants, Will Writers and Estate Agents. Where required, we may introduce these experts who can better provide advice for you. Rest assured we don’t just recommend anyone, these are like-minded individuals who believe in putting the client first.

At the heart of what we do, we recognise that Mortgage Planning & Lifestyle Protection Planning is about you, and not the product.