Munnypot is an award-winning, easy-to-use, fully-automated, B2C and B2B online investment advice service. It provides low cost, goal-based, jargon-free advice.
- Regulated investment advice
- Investment decisions made for the customer based on goals and appetite for risk.
- Monitoring of investment performance in relation to the goal with actionable advice.
Why it’s great
Munnypot is engaging, easy-to-use, and builds customer confidence. All the complex decisions are taken away, making investment advice accessible and convenient for anyone.
Andrew Fay, CEO
Fay is a former IFA who went on to form Cavanagh Group and worked as Head of Wealth Management at Close Brothers prior to co-founding Munnypot.