Moneycare Financial Planning Ltd is located in the centre of Shepton Mallet and we have been working in partnership with many of our clients for more than 20 years.

We offer truly Independent Financial Advice. We are not tied to any other Company and we do not consider any payments we may receive. We offer openness and honesty to all clients and are proud of the reputation we have built up, providing quality, impartial advice and support.

We can advise on a broad range of financial servicesfrom savings and investments advice … through more complicated pre and post retirement advice … tax planning and through to Holistic Financial Planning … we offer aim to offer a bespoke solution to match every client.