Welcome to Moncrieff Joly (Financial Services) LLP

‘Moncrieff Joly’ is a genuinely independent fee based firm operating across the whole spectrum of financial services. We have over 40 years of experience and are members of both the Association of Professional Financial Advisers and the Society of Mortgage Professionals.

We are also members of the Personal Finance Society.

We are part of the Moncrieff Joly Group. We are a financial management consultancy group.

Each member of the group has FINANCIAL INTELLIGENCE as its core component.

For us FINANCIAL INTELLIGENCE IS THE KEY TO FINANCIAL FULFILLMENT.

Our research is designed to give the clearest picture possible of the best way to acheive our client’s goals. The following areas are covered by our financial management consultancy operation.

Comprehensive Financial Planning, Corporate Financial Planning, Business Start-Ups and Development, Debt Management and Insolvency, Divorce, Education Expenses, Employee Benefits, Equity Release, Estate Planning, Expatriate Financial Planning, Investment Planning, Long Term Care Mortgages, Offshore Investment, Protection, Retirement Planning, Structured Settlements, Succession Planning and Exit Route Planning, Tax Planning Trusts and Charities.

We do not currently offer regulated investment advice to retail customers but do provide this service as appropriate through our associate specialist companies.