For private clients who seek to be better informed and empowered to reach their financial goals, The Moneyology Private Client Strategies offers a unique approach to wealth management. Unlike other financial advisory firms, Moneyology takes technology one step further. Through our use of a single integrated wealth platform, we can provide our clients with straightforward and transparent advice in a simple and convenient way. We are also continuous in our search for better value and choice for all and are agile enough to respond to opportunities quickly. We make no compromise. We are beyond wealth management. We make it easy for you to control your finances. Private Client Strategies is a key partner of the True Potential Wealth Platform The Wealth Platform is a tool that allows you to have a holistic view of your investments. You will be able to view all your financial legacy and portfolio information in one location. This not only helps to improve efficiencies and supports cost savings for you, it also puts you in control of your finances through detailed performance reporting and 24/7 access from your PC, laptop or mobile device (apps currently available for iPhone, Blackberry, ipad and Android). You also have the ability to communicate directly and securely with your adviser through the platform. We provide independent advice based on your needs Tax Planning We take account of the current tax regime when making recommendations to ensure that your affairs are managed as tax efficiently as possible. Retirement Planning Putting aside enough money during our working life to live on when we retire involves careful and early planning. Employee Benefits These are an important part of our offering and include: · Life Insurance; · Pensions; · Health Insurance; · Insurance Protection. Equally we never forget to look after the business owners, i.e. the wealth creators.