About Money Means
Most people need financial planning
Few can afford it
Traditional advisors are expensive, leaving many without expert help.
We built Money Means because we believe everyone deserves access to clear, actionable financial help to achieve their goals and secure their future.
Why are we here?
… of Britons in 2020 and 93% in 2021 didn’t see a financial adviser. Are you in that group?
Source: OpenMoney/ YouGov
… is how much inflation increased in the last decade. Is your money keeping up?
Source: Bank of England inflation calculator
… of UK adults don’t have a pension. How’s your retirement plan?
Source: Interactive Investor/ Opinium
Our mission
It needs to be for everyone
We combine cutting-edge technology with expert knowledge to provide simple, clear, and actionable help.
We want to empower you to live confidently today while building a solid financial future.
Our vision
The future of Financial Planning
We believe that the future of financial planning is
Affordable and available to everyone
Personalised to your lifestyle, needs and aspiration
Clear, straight-talking and jargon-free
Action-based to reach goals with ease and at speed
To Helena, Money Means freedom
When Helena started her journey in finance, she expected it to be dull and boring. But she soon found herself fascinated by how money impacts people’s lives in profound ways.
With a successful career as a financial planner, overseeing £130 million in assets, and running her own firm, she realised money was not just about numbers but about emotions, fears, hope, and opportunities.
To Helena, money means freedom because it has helped her travel, pursue her passions, and live life on her own terms.
Money clarity, a few clicks away
Be the first to access our app (coming soon) by joining our waitlist.
And while you’re waiting, we’ll give you the Money Means book for FREE so you can kickstart your journey towards financial confidence.
