Bill, reassured retiree

My name is Bill Miller. I’ve been with Monenti for just over 18 months, and my financial manager is Harry Bushnell. At the beginning of 2024, I decided that at the end of that year I would retire, and having worked for 40 years, it was obviously going to be quite a big financial change for me. Also, during 2024 suddenly, my father passed away, so I had an inheritance which I also needed to put into some good financial management. Due to those two reasons, I sought out a financial adviser.

It started with a Zoom conversation and after a few minutes of introductions, we got straight into it in terms of goal setting, what I was trying to achieve, my desired retirement lifestyle, and we talked a little bit about where all my various pension pots were.

It is a daunting thought, having worked all my life to then think about stopping work, but the various tools that we’ve been able to use in our meetings have been really beneficial, particularly some of the visual aspects like being able to show monthly spend versus what I have in my financial pot, and what that may mean for me in the future. It really helps me understand where I am, but even more importantly, where financially I’m going.

I would describe Harry as a very positive character, very helpful and knowledgeable.

One of the best things about working with Harry and Monenti is that it’s taking away a lot of the worry and concern about my financial future. The tool that they’ve given me to access my financial position pretty much 24 hours a day is fantastic, very straightforward and very simple. I know that they’re working away in the background for me.

The best piece of advice I think I’ve received is combining everything into one pot rather than having my finances sort of spread around all different pots. Harry and the Monenti team very quickly were able to draw everything together with very minimal involvement from me, other than me agreeing to it. They beavered away in the background and brought it all into one simple-to-use pot.

I would definitely recommend them, and to anyone. I think the service I’ve received has been fantastic. Yes, I’ve been a client for a relatively short period of time, but in that time, I’ve really bought into the way that they’ve managed my situation, and I’m very confident about the future. So yes, I unreservedly recommend them.