If you can dream it, you can achieve it
Our Vision
We aim to become the one stop shop for all your financial needs.
Our Purpose
At CashMoney UK®, our purpose is to inspire the dream of a better financial life. We are inspired today to build confidence in tomorrow. In doing so, we play a key role in building a better working world for our people, for our clients and for our communities.
Our Values
Our core values define who we are and how we run our business. Our passion is built on the values we all share at CashMoney UK® and are the backbone of our brand.
- Integrity - We build trust through responsible actions; honest relationships and we aim to do the right thing. We don’t over promise and under deliver.
- Inclusion - We open our doors to everyone regardless of your race, religion or lifestyle choices. We believe in breaking down barriers as there are too many already in this world.
- Forward Thinking - We encourage thoughtfulness, creativity and inspirational ideas leading to progression.
- Unique - We try to be different in the way we work because it takes courage and determination to lead the field. We are bold, entrepreneurial, and we aren't afraid to innovate and learn fast to become better every day.
- Family - We grow and stick together regardless of what life throws our way.
Our expertise
Our team has been carefully put together over the past 10 years and each member has been selected based on their own individual expertise. Together, we have combined industry experience of over 20 years. This ensures that no matter what service you are seeking from us, you will be in great hands. Additionally, a significant amount of our experience has come from a compliance background which means you can be confident we will provide a professional, reliable, and compliant service.
Client Focus
Just like our own team, none of our clients are the same. We all have our own personal circumstances and goals that we wish to achieve for not only ourselves, but for our families and even our businesses. This is why we aim to offer a fully bespoke service, tailored to our clients’ individual needs, rather than taking a ‘one size fits all’ approach. We pride ourselves on the quality of the service that we provide from our very first interaction with you, to the end of the advice process and beyond. That means no hidden fees or agendas, no cold calls and no compromising on the quality of advice to you.
Advise and Educate
One of our greatest passions at CashMoney UK® is helping our clients build up their ‘financial confidence’. Not everyone has had the same education on managing their money throughout their lifetime. We aim to help our clients understand the benefits of financial advice, develop their understanding, and work collaboratively with them to optimise their financial situation to leave them ‘financially confident’, bridging the gaps to achieving their goals.
Our Communities
While helping our clients is our first and top priority, at CashMoney UK®, we realise we are in a position to do a lot more. We aim to support local communities and charities each year which are chosen by our team for causes that are close to our hearts.