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.

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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COVID-19 Update: We at Juno are committed to ensuring the service our clients receive during this difficult and uncertain time is as close to” business as usual” as possible. Due to recent IT upgrades, we are able to operate during periods of isolation, via remote access software and in line with our business continuity planning. Our duty of care to our team and our community means that we are fully supporting the Government’s social distancing strategy which means face-to-face client meetings will be offered as a virtual meeting alternative for the time being – this can be arranged via our Advisers and colleagues in the normal manner. Our business strategy will be updated as we receive guidance and will communicate this via our website, however if you have any questions, please contact Lucy Bulley (Group COO on lb@junomonetagroup.com).

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Open letter to clients Ref: COVID-19

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