CONTACT
LOCATION
OPENING HOURS

Email: info@junomonetagroup.com
Phone: +44 (0) 3330 066 220

Charterhouse II,

Links Business Park,

Fortran Road, St. Mellons,

Cardiff, CF3 0LT

Mon - Fri: 9am - 5pm

Lead Sponsors of The Scarlets

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Sponsors of the Juno Moneta Lounge at Cardiff City Stadium

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ABOUT US

The Juno Moneta Group has been created to deliver true holistic financial planning providing access to independent specialist services synergised with the consistent aim to protect our clients.

The name Juno Moneta, ‘protectress of funds’, derives from Roman mythology; Juno was the Queen of the Gods and the Goddess who protected the nation.  We can provide our clients with the ability to address financial planning in one professional, secure and forward-thinking environment.

OUR SERVICES

MORTGAGES

Our mortgage team work with a wide range of lenders to ensure that we provide the most suitable recommendations for you from the whole market. We work with first time buyers, those looking to re-mortgage, buying to let, commercial and residential mortgages. Dedicated case managers work with our mortgage and protection advisers to ensure every aspect of the process is handled efficiently and quickly, from application forms through to completion.

PENSIONS

We can help you with all aspects of pensions and retirement planning. Our independent financial advisers will complete a robust fact finding exercise with you to ensure that whether you are looking to start investing into a pension for the first time, or you are nearing the time in your life when you will need to use it, the right decisions are made with you.

INVESTMENTS

To be able to complete a puzzle, you first need to look at the picture as a whole. We believe passionately that to be able to provide investment advice to our clients you need to start by looking at the whole picture and then put the pieces together to achieve your financial goals.

PROTECTION

We strive to not only protect our clients through holistic financial planning, but also to protect our client's family if the worst was to happen. Our

group provide specialist advice across wealth management sectors to ensure that you and your family remain financially independent, providing an income or a lump sum when you need it, with as little stress as possible.

TAX PLANNING

Juno Moneta Group provides advice on the most tax efficient options to; help protect our clients wealth and strategies for assuring wealth is preserved for generations to come. We strive to ensure our clients’ are safeguarding their wealth, whether that’s your home or your future income, we can help you make the right provisions to protect it. We can offer a great range of inheritance tax and estate planning solutions to help you to protect your loved ones and chosen beneficiaries ensuring that your wishes are made a reality.

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