Guidance+: Visualise your goals and retirement strategy.

Moneyfarm’s new service, Guidance+, is designed to help you evaluate the best investment strategy for you to reach your financial goals and plan for retirement. You’ll be guided by a qualified Investment Consultant using professional tools and our investment expertise.

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Guidance+: Retirement and financial planning.

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The importance of expert support when planning your financial future.

Planning for a long-term financial goal, whether it's retirement, buying a new house, or paying school fees, is something that you carefully plan for, and the earlier you start - the better. And when you’re planning, it’s important to consider all the factors involved and get expert support so you don’t make costly mistakes.

At Moneyfarm, we constantly seek new ways to support our clients in making informed decisions about their money and building wealth. So we’re proud to introduce Guidance+, a new service designed to provide support, without offering regulated financial advice, tailored to your unique needs. It helps you evaluate the best investment strategy for you using professional tools, guided by a qualified (CISI* Level 4) Investment Consultant.

*Chartered Institute for Securities & Investment

How Guidance+ works.

Planning your financial journey isn’t always straightforward. How much should you invest? When’s the right time to start? Which products are best for you? And what about tax implications?

Guidance+ is designed to simplify the planning process and give you clarity when making decisions about your money. It’s about giving you the tools and tailored support you need to make confident decisions for yourself. You’ll receive insights and evaluations to suit your unique goals and circumstances.

We’re here to help you assess your current approach, explore new strategies, and ensure your investments are aligned with your financial goals, by going through each of these steps in detail:

Evaluate your current financial situation

Understand how much income you need in retirement

Work out the contributions you need to make today to achieve your future financial goals

Identify your income options

Model different scenarios to help prepare for the future

Give you clear actions to take and offer regular support

How we can help with retirement planning.

Planning for your retirement can seem daunting or complex, but with the right support you can create a plan that will help you:

Receive a steady income in retirement

Maximise withdrawals during retirement

Protect their savings against the risk of outliving them

At Moneyfarm, we believe planning for retirement deserves thoughtful consideration and we want to help our clients make informed decisions, minimising the stress and uncertainty that often accompanies retirement planning.

Our new service, Guidance+, will do all the hard work for you and compare all the varied components that go into successful retirement planning.

What our clients are saying about us.

Trust is earned, not given. Read what our clients are saying about us on Trustpilot.

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What our clients say about us.

Trust is earned, not given. If you’re still unsure about Moneyfarm, discover what our clients are saying about us on Trustpilot.

What it costs.

For a simple, one-off fee of £200 (plus VAT), you could gain the confidence and clarity to ensure your investment strategy aligns perfectly with your unique financial goals and aspirations.

No recurring costs, no hidden charges - just a one-off charge for your financial future. Whether you're planning for retirement, saving for a major milestone, or seeking to grow your wealth, Guidance+ gives you access to expert tools and tailored support, ensuring your investments are optimised for success.

With Guidance+, you’re not just paying for expert help, you’ll also gain peace of mind, knowing your financial decisions are backed by professional expertise and designed to support your long-term financial goals.