Moneygate

This is the cornerstone of the Moneygate proposition.

• We arrange for a fully qualified Financial Adviser to visit you at a convenient time in your own home or place of work conduct your initial financial review.
• Your adviser will go through your financial history to thoroughly understand your family situation and together you will develop individual financial objectives within your Personalised Financial Plan.
• Your adviser will identify areas which can save or make you money and help you meet the main financial objectives in your Personalised Financial Plan
• Each year – or half year as needed – your adviser will review your progress with you to meet your personal financial objectives.
• This service is free of charge to holders of an Activeplan™ license.

As an established customer you are free to contact your adviser at any time to discuss any aspect for your personal finances.

Alternatively you can contact our dedicated Customer Support Centre at our head office during normal working hours.