Monenti Partners

Monenti Partners is an independent financial advisory firm that provides financial planning services. They aim to assist clients in navigating financial uncertainty through personalized advice and support.
  • Pension planning
  • Financial planning
  • Cashflow management
  • Investment management
  • Behavioural financial advice

Size
Small
Phone
N/A
Email
N/A
Locations
Summit House, 12 Red Lion Square, WC1R 4QH
02039977649
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Tingley & Cooper
Tingley & Cooper is a wealth management firm that provides independent financial advice and investment planning services.
Aventur Wealth
Aventur Wealth is a technology-driven financial planning service that aims to democratise investment opportunities for everyone.
Winchester Investment Solutions
Winchester Investment Solutions is a wealth management specialist providing trusted financial investment planning advice to individuals and business owners in Hampshire.
Thera Wealth Management
Thera Wealth Management is a financial planning service that caters to private clients, business owners, and their families in London and the south-east of England.
Company Details
Monenti Partners is operated by Monenti Partners Ltd and is a Active company incorporated on 3 July 2007 with the registered office located in Leighton Buzzard, Buckinghamshire. Monenti Partners Ltd was registered 18 years ago.

Status
Active
Size
Micro
Directors
3
Age
18 years old
Employees
9
Turnover
Unreported
Total Assets
£2.53M
Cash in Bank
£1.52M
Total Liabilities
-£1.26M

Director • British • Lives in England • Born in Oct 1987
Director • British • Lives in England • Born in Aug 1989
Director • British • Lives in UK • Born in Jan 1957
Monenti Partners Capital Ltd
PSC
Teams
All
10
Finance
7
Operations
2
Management
2
Other
1
Operations Manager • Joined Apr 2020
Senior Administrator • Joined Aug 2023
Client Associate • Joined Mar 2024
Chartered Financial Planner • Joined Aug 2019
Paraplanner • Joined Feb 2023
Chartered Financial Planner • Joined Jul 2020
Financial Planner At Monenti Partners • Joined Jun 2021
Financial Planner • Joined Oct 2024
Senior Paraplanner • Joined Sep 2021
Chartered Financial Planner • Joined Aug 2019
Client Associate • Joined Mar 2024
Chartered Financial Planner • Joined Aug 2019
Paraplanner • Joined Feb 2023
Chartered Financial Planner • Joined Jul 2020
Financial Planner • Joined Oct 2024
Senior Paraplanner • Joined Sep 2021
Chartered Financial Planner • Joined Aug 2019
Operations Manager • Joined Apr 2020
Senior Administrator • Joined Aug 2023
Operations Manager • Joined Apr 2020
Senior Administrator • Joined Aug 2023
Financial Planner At Monenti Partners • Joined Jun 2021