Money Means Principles

People don’t feel confident about their money. Successful people often tell us they feel “stupid” in money matters but it’s not the individual’s fault. Money isn’t taught in school. The world of finance likes to keep things vague and jargony.

To tap into the freedom that money can offer we simply need to know the basics. Then we need to live them …

Your questions answered

Who are Money Means? What can financial planning do for me? What did Chanelle have for breakfast? This is us and what we do. Ask us anything and see how Money Means can help you

The Money Means app

Coming soon

Ready for a money adventure?

The Money Means app starts you on a new journey where you can set your goals, stay on top of your spending, and prepare … for choice, freedom and the future.

We’re here to support you – and we know you’ll enjoy the ride.

Coming soon
the Money Means app

Ready for a money adventure?

The Money Means app starts you on a new journey where you can set your goals, stay on top of your spending, and prepare … for choice, freedom and the future.

We’re here to support you – and we know you’ll enjoy the ride.

Tell me when the app’s ready

Financial Advice

Digital + DIY

1. Money Means app
  • ‘Digital First Meeting’ and analysis
  • Tools connecting all client’s money
  • ‘Adviser in the pocket’: tracking, nudges, tailored content
2. Pre-packaged financial plans
  • Easy to follow plans: how-to build an emergency fund; start investing; save for goals; increase pension savings
  • Money Course with updating content; keeping clients informed while helping them manage their money
3. Money Means book and interactive Q & A on money fundamentals

Digital + Human

1. Money Means app
  • ‘Digital First Meeting’ and analysis
  • Tools connecting all client’s money
  • ‘Adviser in the pocket’: tracking, nudges, tailored content
2. Personal financial advice from an expert professional
  • Bespoke financial plan created by a financial adviser
  • Personal advice on pension, investments etc
  • Personalised Money Course with updating content
  • Ongoing live and proactive advice
  • Annual planning meeting with advisor – a sense check and to keep clients accountable and on track
3. Money Means book and interactive Q & A on money fundamentals
Want to chat? Drop us a line
hello@moneymeans.co.uk

When I see my clients take small but significant steps to build financial health it’s so satisfying. The results can be quick, too. It often doesn’t take long before I observe a profound difference in clients’ confidence and enthusiasm.

That money thing? They’re taking control. The relief is visible.

Helena Wardle, CEO & Founder at Money Means

Your Risk Factors

We’ll help you identify where you’re nailing it as well as problem areas and solutions to level up.

Coming soon – Your Money Story
Money management

You don’t save but you’re not alone. In fact, the average Brit saves less than 9% of their wage.

Debt

Just a mortgage, nothing else. Nice work.

Budgets

You don’t keep a close eye so you spend more than you earn.

Emergency funds

You’ve enough put by to last you 2-3 months. The average Brit 35-44 has £5,995 saved … but for you, more may be better.

The Money Means Book

Everything you don’t know / thought you knew / never asked / were scared of / blagged about money.
All explained in one easy book.
Order now

Don’t be shy, say Hi!

Tell us what Money Means to you. Ask a question. Throw us an email high-five. Whatever you want to talk about, drop it into the form below.

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