Sally
“Great service. Geraint listened and really understood what we’re trying to achieve and the process was stress-free. Thanks for giving us peace of mind our money will be in the right hands.”
Sally
“Great service. Geraint listened and really understood what we’re trying to achieve and the process was stress-free. Thanks for giving us peace of mind our money will be in the right hands.”
Sally
Damon
“I set up a will and lasting power of attorney through the money partnership. Geraint was really helpful and quick at communicating. Would highly recommend.”
Damon
“I set up a will and lasting power of attorney through the money partnership. Geraint was really helpful and quick at communicating. Would highly recommend.”
Damon
Lloyd
“A friend encouraged me to look into inheritance tax planning as someone they knew got stung. I decided to arrange a chat at tmp and they answered all my questions even though my situation is a bit complicated with multiple ltd businesses. Very pleased with the quality of service and looking forward to getting things set up so my children will get max inheritance.”
Lloyd
“A friend encouraged me to look into inheritance tax planning as someone they knew got stung. I decided to arrange a chat at tmp and they answered all my questions even though my situation is a bit complicated with multiple ltd businesses. Very pleased with the quality of service and looking forward to getting things set up so my children will get max inheritance.”
Lloyd
Jennifer
“I cannot thank you enough!! I was feeling overwhelmed trying to understand how care fees work and how a financial assessment is carried out if I need to go into care. I didn’t realise my house could be taken away! I might be a way off yet but I wanted to have a plan to make sure my kids still get my money or at least most of it and I’m so relieved that I’ve got everything sorted now. If you’re worried about how you’re going to pay for care fees, absolutely talk to the money partnership.”
Jennifer
“I cannot thank you enough!! I was feeling overwhelmed trying to understand how care fees work and how a financial assessment is carried out if I need to go into care. I didn’t realise my house could be taken away! I might be a way off yet but I wanted to have a plan to make sure my kids still get my money or at least most of it and I’m so relieved that I’ve got everything sorted now. If you’re worried about how you’re going to pay for care fees, absolutely talk to the money partnership.”
Jennifer
Carole
“We didn’t realise releasing equity from our home would even be an option. Thanks to help from the team, we were able to pay to convert a downstairs room for my husband to get around easier. We thought we couldn’t afford it and then managed to it through our mortgage. We’re incredibly grateful for all your help and for making things easier for us day to day.”
Carole
“We didn’t realise releasing equity from our home would even be an option. Thanks to help from the team, we were able to pay to convert a downstairs room for my husband to get around easier. We thought we couldn’t afford it and then managed to it through our mortgage. We’re incredibly grateful for all your help and for making things easier for us day to day.”
Carole
Dan
“Having a financial forecast with Geraint has been a game-changer. I know what I need to do over the next few years now to stay on track. TMP has helped me learn how to budget better and more about what taxes might affect my money which I had no idea about! I’ve still got a few other bits on the to do list but I know they are at the other end of the phone if I need any help with anything. I wouldn’t hesitate to recommend them to anyone who needs advice.”
Dan
“Having a financial forecast with Geraint has been a game-changer. I know what I need to do over the next few years now to stay on track. TMP has helped me learn how to budget better and more about what taxes might affect my money which I had no idea about! I’ve still got a few other bits on the to do list but I know they are at the other end of the phone if I need any help with anything. I wouldn’t hesitate to recommend them to anyone who needs advice.”
Dan
Tony
“I moved my investments to the money partnership last year. They’ve really taken the time to listen to my goals and care about what I’m trying to achieve. I feel more reassured my money is being managed and have an annual review coming up soon. They also let me know how my money is performing if I get in touch and answer any questions I have. Highly recommend!”
Tony
“I moved my investments to the money partnership last year. They’ve really taken the time to listen to my goals and care about what I’m trying to achieve. I feel more reassured my money is being managed and have an annual review coming up soon. They also let me know how my money is performing if I get in touch and answer any questions I have. Highly recommend!”
Tony
Tom
“I’d been thinking about investing for a while but didn’t know where to start. Geraint helped me understand my options, and I never felt rushed or pressured. Having someone explain things has made me feel more comfortable about investing some of my money. Thanks guys!”
Tom
“I’d been thinking about investing for a while but didn’t know where to start. Geraint helped me understand my options, and I never felt rushed or pressured. Having someone explain things has made me feel more comfortable about investing some of my money. Thanks guys!”
Tom
Julian
“The team at The Money Partnership are excellent. Geraint & Dave offer expert financial advise across all sectors and there’s no pressure to take the products offered, everything is put across in a professional, friendly and down to earth manner. I must extend my sincere thanks to Dave who’s worked extremely hard on my recent re-mortgage and prior to that various life policies that were needed for my business. Dave has always kept me informed of progress and won’t hesitate to get involved with lenders or solicitors to chase things up if required. Absolutely first class guys!
Julian
“The team at The Money Partnership are excellent. Geraint & Dave offer expert financial advise across all sectors and there’s no pressure to take the products offered, everything is put across in a professional, friendly and down to earth manner. I must extend my sincere thanks to Dave who’s worked extremely hard on my recent re-mortgage and prior to that various life policies that were needed for my business. Dave has always kept me informed of progress and won’t hesitate to get involved with lenders or solicitors to chase things up if required. Absolutely first class guys!
Julian
Mark
“Dave at Money Partnership is the utmost professional. He helped us find and amazing deal with our mortgage and life insurance. What’s great is that it’s not a one off. Dave has helped us before and is always looking out for great deals and ways to help save money. They really look after their customers. I highly recommend Dave and Money Partnership.”
Mark
“Dave at Money Partnership is the utmost professional. He helped us find and amazing deal with our mortgage and life insurance. What’s great is that it’s not a one off. Dave has helped us before and is always looking out for great deals and ways to help save money. They really look after their customers. I highly recommend Dave and Money Partnership.”
Mark
Si
“Great advice and help navigating the financial options right for me. With the knowledge and insight of experienced advisors on your side, you can rest assured knowing you have made the right choice.”
Si
“Great advice and help navigating the financial options right for me. With the knowledge and insight of experienced advisors on your side, you can rest assured knowing you have made the right choice.”
Si
Robert
“A friend recommended the Money Partnership when my wife and I sold our business and retired in January 2023. We needed professional advice to manage our tax and pension affairs to avoid the tank traps that you can inadvertently drive into in the fog of complex regulations and legislation. My friend is still on my Christmas Card list as Geraint, the owner of this firm, and his team are as professional a group of advisors as I have met in my 40+ years of experience in business management. They are competent, knowledgeable, responsive and transparent and I recommend them most highly.”
Robert
“A friend recommended the Money Partnership when my wife and I sold our business and retired in January 2023. We needed professional advice to manage our tax and pension affairs to avoid the tank traps that you can inadvertently drive into in the fog of complex regulations and legislation. My friend is still on my Christmas Card list as Geraint, the owner of this firm, and his team are as professional a group of advisors as I have met in my 40+ years of experience in business management. They are competent, knowledgeable, responsive and transparent and I recommend them most highly.”
Robert
Mike
“The Money Partnership has been handling my money for over three years now and I have nothing but praise for the whole team. They always keep me up to date through regular emails and if needed accommodate a face to face appointment. Very friendly bunch of people and would recommend them to anyone.”
Mike
“The Money Partnership has been handling my money for over three years now and I have nothing but praise for the whole team. They always keep me up to date through regular emails and if needed accommodate a face to face appointment. Very friendly bunch of people and would recommend them to anyone.”
Mike
Alice
“Setting up a private pension in my early 20s was one of the best financial decisions I’ve made! Self-employed at the time, I was concerned I’d have no income later in life and was scared of the thought of not knowing what age I’d have to keep working until. With consistent contributions and steady growth I’m confident having this pension will support me to retire at the age I want.”
Alice
“Setting up a private pension in my early 20s was one of the best financial decisions I’ve made! Self-employed at the time, I was concerned I’d have no income later in life and was scared of the thought of not knowing what age I’d have to keep working until. With consistent contributions and steady growth I’m confident having this pension will support me to retire at the age I want.”
Alice
Macguire Family Law
“Fantastic service. We used the Money Partnership to obtain a mortgage capacity report, and they were quick, highly professional and did a great job. I would highly recommend them to anyone. We will use them again in the future I am sure.”
Maguire Family Law
“Fantastic service. We used the Money Partnership to obtain a mortgage capacity report, and they were quick, highly professional and did a great job. I would highly recommend them to anyone. We will use them again in the future I am sure.”
Maguire Family Law
Stowe Family Law
“The Money Partnership have been a pleasure to work with. The team are exceptionally helpful, professional and swift to respond. Particular mention must be given to Dave and Alice. Our clients and our practice have been impressed with the service they provide and will certainly continue to use and recommend them to anyone looking for mortgage estimates throughout the UK.”
Stowe Family Law
“The Money Partnership have been a pleasure to work with. The team are exceptionally helpful, professional and swift to respond. Particular mention must be given to Dave and Alice. Our clients and our practice have been impressed with the service they provide and will certainly continue to use and recommend them to anyone looking for mortgage estimates throughout the UK.”
Stowe Family Law
Moore Barlow
“Excellent service and quick turnaround. We found the Money Partnership to be both detailed, and clear. We will be recommending this service in the future.”
Moore Barlow
“Excellent service and quick turnaround. We found the Money Partnership to be both detailed, and clear. We will be recommending this service in the future.”
Moore Barlow LLP
Donald
“The Money Partnership team were a terrific help, writing up a mortgage report within 24 hours. A quick and highly efficient business which we would highly recommend.”
Donald
“The Money Partnership team were a terrific help, writing up a mortgage report within 24 hours. A quick and highly efficient business which we would highly recommend.”
Donald