WELCOME TO
MONENTI PARTNERS
We provide bespoke Financial Planning, Investment Management and Behavioural Finance Coaching to a discerning group of individuals, their families, trusts and businesses via a diverse team, working in a collaborative approach, driven to achieve your objectives.
Through our client centric approach we aim to find out what is most important to you and why. Only then will we create a Financial Plan and make recommendations to help you from where your finances are today to where you want them to be.
Financial Planning
Our comprehensive Financial Planning process is designed to be an anchor to which you can return and make reasoned and forecasted decisions.
With the use of market leading software we will model and stress test your objectives and add perspective to what you are aiming to achieve. We will then put in place a clear strategy with recommendations that can be referred back to and amended as life inevitably changes.
The Financial Plan is the cornerstone of every client’s financial independence.
Investment Management
At Monenti Partners our Investment Management services are designed to be the vehicle that powers your Financial Plan. By always referring back to the Financial Plan during the Investment Management process we are able to ensure that you are not taking too much or too little risk and always remain on course.
Once we have created a Financial Plan based on your objectives, aspirations and emotions only then will we create a portfolio that is designed to facilitate your plan.
In recent times we believe Investment Management has become a homogenised, mass market industry with little differentiation. We understand that no two investors are the same. Our process means we will act without bias, building portfolios designed specifically for your needs from a wide range of investment houses and asset classes while employing both active and passive investment management techniques.
Behavioural Finance Coaching
As humans we are pre-programmed to all too often act and make decisions based on emotions. This is an instinctive and inherent part of human nature, but can be detrimental when managing ones investments and finances.
As part of our over-arching Financial Planning process we will take time to understand your thoughts, belief systems and biases. Using a set of core principles we are then able to design solutions that provide reassurance and guidance when market ‘noise’ and sensational headlines may try to take your Financial Plan off track.
LET'S TALK...
Email Address
theteam@monentipartners.com
Address
Monenti Partners,
Summit House,
12 Red Lion Square,
London, WC1R 4QH
Telephone
+ 44 (0)20 3997 7649