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Why The Money Guardian?

 

Why The Money Guardian?

Our vision

The Money Guardian was founded out of a passion for people: helping real people, in Berkshire & the surrounding counties, to take care of themselves and the money they have –bringing warmth to what is sometimes a cold industry. We strive to educate and give people confidence, not to confuse or impress people with big words. Our goal is to provide peace of mind and clarity at every stage of life, offering only relevant advice. We care about getting the right information into people’s hands – with empathy – so that they are empowered to make good decisions about their money and their future.

Melanie Eastwood, Director

With over 10 years of experience in the Finance industry Melanie has a passion for financial services products and the peace of mind they can bring.

“We’ve all been sold something we didn’t need at some point in our lives, and it’s not a comfortable experience. I love giving my clients that sense of well-being that comes from getting the right financial advice and products for their situation. It’s important to me that my clients are able to walk through the big decisions in life, knowing what they need to do and why they need to do it. My goal is to build long term relationships with clients, providing support and guidance as and when they need it.

Dominic Brierley, Partner

Dominic has worked in the financial services industry for over 30 years and is particularly passionate about later life lending.

“I want to apply my skills, knowledge and experience by helping customers directly. I am passionate about helping people live their best life, making sure they are equipped with the knowledge they need to make sound decisions about their future. Life is a journey and I am trained to identify changes that require professional advice, with a warm and relaxed approach.

 

We specialise in Mortgages, Will Writing, Life Insurance, Family Income Benefit, Income Protection and Critical Illness Cover. We support our clients with a caring and friendly approach that allows them to ask the right questions, to get the right solutions in place.

Our team offers flexible 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 for you.

For qualifications, experience, awards and previous volunteer work, please take a look at our team’s linked in profiles. LinkedIn profile LinkedIn Profile

 

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Nature of Enquiry

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You can contact The Money Guardian
office by email at:
info@themoneyguardian.co.uk,
or by calling 0118 4668712.

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