moneyinfo

moneyinfo is a fintech firm that provides wealth management software, including client portals and mobile apps for financial advisers and wealth managers. The company focuses on client engagement and communication in the wealth management sector.
  • Digital service channels
  • Secure communication solutions
  • Mobile apps for wealth managers
  • Client portals for financial advisers
Size
Small
Phone
03303 600 300
Website
moneyinfo.com
Email
Available in Endole App
Locations
Forward House, 17 High St, B95 5AA
03303600300
9:00 - 17:30
Digital Popularity
Popularity over time
Social Media
Company Details
moneyinfo is operated by Moneyinfo Limited and is a Active company incorporated on 11 February 1998 with the registered office located in Henley-in-Arden, Warwickshire. Moneyinfo Limited was registered 27 years ago.
Status
Active
Size
Small
Directors
7
Age
27 years old
Employees
31
Turnover
Unreported
Total Assets
£1.24M
Cash in Bank
£873.01K
Total Liabilities
-£427.35K
Christopher Norman Coombes
Director • British • Lives in England • Born in Nov 1968
Thomas John Williams
Director • British • Lives in UK • Born in Jul 1955
Michael Jeremy Cons
Director • British • Lives in England • Born in Jun 1966
Simran Sangha
Director • British • Lives in UK • Born in Aug 1978
Tessa Coombes
Director • British • Lives in England • Born in Jul 1974
Philip John Hollingdale
Director • British • Lives in England • Born in Apr 1961
More information on Moneyinfo Limited
Teams
All
24
Management
14
IT
9
Sales
5
Marketing
2
Administration
1
Other
1
Chris Coombes
Chief Technology Officer • Joined May 2010
Lis Strange
Project Manager • Joined Oct 2011
Sophie Cons
Project Manager • Joined Aug 2024
Matt Pittaway
Digital Marketing Executive • Joined Apr 2022
Tessa Lee
Managing Director • Joined May 2010
Gavin Trevett
Head Of Operations • Joined Jan 2023
Jessica Heyes
Project Delivery Manager • Joined Mar 2025
Simran Sangha
Business Development Director • Joined Apr 2010
Louise Wallis
Head Of Client Services • Joined Jan 2023
Oliver Jenkins
Head Of Marketing & Events • Joined Mar 2016
Chris Coombes
Chief Technology Officer • Joined May 2010
Lis Strange
Project Manager • Joined Oct 2011
Sophie Cons
Project Manager • Joined Aug 2024
Tessa Lee
Managing Director • Joined May 2010
Gavin Trevett
Head Of Operations • Joined Jan 2023
Jessica Heyes
Project Delivery Manager • Joined Mar 2025
Simran Sangha
Business Development Director • Joined Apr 2010
Louise Wallis
Head Of Client Services • Joined Jan 2023
Joe Hogan
Head Of Client Services • Joined Jan 2025
Julian Govier
Business Analyst • Joined Jul 2015
Chris Coombes
Chief Technology Officer • Joined May 2010
Lis Strange
Project Manager • Joined Oct 2011
Sophie Cons
Implementation Consultant • Joined Feb 2024
Matt Pittaway
Digital Marketing Executive • Joined Apr 2022
Andy Halstead
Full-stack Developer • Joined Apr 2021
Adam Walley
Senior Software Developer • Joined Jul 2023
Ronan Jordan
Senior Software Developer • Joined Nov 2023
Luke Parton
Frontend Engineer • Joined Nov 2024
Dilwar Rahman
Software QA Engineer • Joined Oct 2021
Matt Pittaway
Digital Marketing Executive • Joined Apr 2022
Oliver Jenkins
Head Of Marketing & Events • Joined Mar 2016
Simran Sangha
Business Development Director • Joined Apr 2010
Katy Hillyerd
Key Accounts Support Adviser • Joined Nov 2024
Zubair Khalid
Client Services Advisor • Joined Oct 2022
Ben Freeman
Client Services Adviser • Joined Nov 2023
Harry Yarnold
Client Services Advisor • Joined Jan 2024
Ellie Garratley
Support And Adoption Adviser • Joined Jun 2020
View 24 members