Why We Are Different
How we work with clients
Our clients’ interests are paramount – our agenda is their agenda, and certainly not the industry’s.
The relationship is open and collaborative. We help clients make the best decisions about their financial future, without us having any vested interest in what or how they decide. We want them to be clear about their choices, requiring complete and impartial information and explanation, and then to be confident about their investment plans.
We charge flat fees based on service value, not asset value, saving our clients money and avoiding biases and cross subsidies. We will not take on clients unless there is clear value for them at our flat fee.
No Monkey Business Limited is regulated by the Financial Services Authority. It is authorised as a personal investment firm to provide investment advice and discretionary investment management. It is an independent intermediary with no ties to any product firms and can advise on the whole market. It is covered by the Financial Services Compensation Scheme. HS.