Our why

Empowering people to take control of their finances

Our Vision

At The Money Partnership, we envision a world where everyone has the clarity, control, and freedom to make choices that shape their financial future.

Unlike many financial advisers, our focus isn’t just on products or numbers—it’s on you, your goals, and your long-term financial wellbeing. We guide our clients with honest, simple, and friendly advice, helping them take confident steps toward better financial outcomes.

Value in every conversation isn’t just our strapline—it’s the way we work, every day, with every client.

Close-up of a person's feet walking on ground during sunset, with focus on the sole of their shoe, surrounded by small plants and soil.

Openness

We encourage questions, share information freely, and ensure you always feel informed.

Loyalty

We’re committed to standing by you through every stage of your financial journey.

Simplicity

We make guidance clear, straightforward, and actionable—no jargon, no confusion.

collaboration

Our team collaborates to enhance your experience, drawing on the collective knowledge of professionals.

How we bring our vision to life

Our mission is simple: to build trust in financial advice through clear guidance, practical resources, and personal support. We make it easy for our clients to understand their options, take action with confidence, and feel secure in their financial decisions.

From a small practice to a trusted financial partner

We’ve grown steadily over the years while staying true to our vision of empowering clients. Here’s a snapshot of our journey:

  • 2008: Geraint Davies started the business under his own name.

  • 2013: The Money Partnership (TMP) was established, operating in Cardiff.

  • 2017: TMP moved to Risca, positioned on the high street for easy client access.

  • 2019: Geraint began developing Sentry, an in-house financial software, to enhance client experience.

  • 2021: Dave Hill was appointed as a Director of TMP.

  • 2022: TMP became directly authorised with the FCA, enhancing professional credibility and giving greater flexibility for growth.

  • 2023: TMP began growing its network of self-employed advisers to diversify expertise, improve reach, and help more people with their finances.

  • 2025: TMP acquired another business, increasing our client base significantly.