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Put your clients at the centre of their financial world

Give them unrivalled clarity over their finances, and help them to plan their long term financial journey.

Streamline the advice process
Spend more time doing the things that your clients really value
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Grow an active & engaged client base
When you're listed in our directory, prospective clients can find you
Learn more
Become part of their financial world
Help your clients to plan their financial journey, and show them where you fit along the way
Learn more

Streamline the advice process

Your clients can securely share their Moneyhub data with you, cutting down the time spent on data collection. You'll have all their information to hand, wherever you are, so you can collaborate effectively. Offer an innovative service that puts your client at the centre, and sets you apart from the rest.

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Grow an active & engaged client base

Moneyhub gives consumers a deeper understanding of their money, and the ability to search for an adviser based on the type of advice they need. Clients will connect with you at a point when they are highly engaged with their finances, and you can start the relationship instantly.

Become part of their financial world

Through Moneyhub, your clients will gain a rich understanding of their long term finances. It's easy for you to show them how you can help, and demonstrate the positive outcomes of your advice in real time.

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Clients take their money with them

Moneyhub works across all devices, so you can interact with your clients wherever they are – and wherever you are.

Secure at all times

We know that protecting your personal information is important to you. Moneyhub is protected by certified bank-level security. The data in your account is read-only, so no one can move your money.

Find out how Moneyhub can work for you and your clients

Getting started is quick and easy – you're just a few steps away from a deeper relationship with your clients.

Moneyhub