The Money Guardian
Muddy says: The Money Guardian helps you tackle the life admin you put off. No jargon, just a personal approach that ensures you get what you need. Adulting nailed.
When it comes to financial life admin, most of us don’t have a clue and need to find reliable advice – just to stop us burying our heads in the sand. The Money Guardian is a financial firm based in Reading, with a team of down-to-earth advisors who offer a personalised service for every client, covering mortgages, life insurance and critical illness cover, will writing and more.
You won’t be sold something you don’t need, The Money Guardian’s ethos is the opposite. They want to support you through those big life decisions: buying a house, changing career, divorce, starting a family. There’s no pressure to buy products. Working with The Money Guardian is a two-step process starting with a free consultation, followed by an in-depth review of the options available, personal recommendations, and help with those pesky application forms.
They’re also super- flexible with appointments – including evenings and home visits – in and around Berkshire, Buckinghamshire, Oxfordshire, Hampshire and Surrey, and are available to answer your queries outside your working hours if that’s more convenient.
Basically if you’re overwhelmed with money-related tasks, The Money Guardian will pretty much hold your hand through it and make sure you find exactly what you need to resolve it. They’re your BFF. (Best Financial Friend).