Monopoly Financial Consultants is an Independent
Financial Adviser and our role is to help you to identify
your goals and to guide you along the right path. We don’t
want to point you in the right direction and leave you to
negotiate the hazards! We want to walk beside you so that
when you encounter a problem or a new need, you have a partner
who offers creative solutions to make the journey as smooth
as possible.
Financial planning means different things
to different people and that is why the first step is for
us to understand more about you. Only once we have a clear
understanding of your own circumstances, can we make any recommendations.
So how can we help you?
- Protection – If we have anything of value, it is
prudent that we should protect it against damage or loss.
Your most valuable asset is YOU!
- Wealth Creation and Management – You might want
to accumulate funds to make a major purchase in the future.
You might already have wealth and want to keep it.
- Retirement Income – Let us assume that the State
will not provide for us when we stop working. Let’s
also assume that you might live for more years than you
worked! How will you survive once your income stops
- Estate Planning – Making sure that your assets
are passed on in the most efficient way need not be as complicated
as it seems.
- Taxation – Many of our financial decisions have
implications as far as tax is concerned. Monopoly Financial
Consultants will explain how the various taxes impact upon
your financial planning and if there is a better way, we
will help you to find it
Monopoly Financial Consultants Ltd is
authorised and regulated by the Financial Services Authority
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