Holyoakes Group
Money Tools is regulated by the FSA because we have been appointed as a representative of Holyoakes Group Limited. Holyoakes Group Limited is a financial services business that specialises in supporting firms that give advice. It is responsible for the advice and services Money Tools’ provide about any activities regulated by the FSA. You can check Holyoakes Group Limited’s details by visiting the FSA’s website at www.fsa.gov.uk or by phoning the FSA on 0845 606 1234.
Dimensional Fund Advisers
Money Tools uses Dimensional Fund Advisor’s strategies which combine the broad diversification, low cost, and reliable asset class exposure of passive strategies and add value through engineering and trading. Dimensional fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms. The relationship between Dimensional and the independent adviser is based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
WRAP Platforms
Money Tools believes in making life as simple as possible for our clients. Therefore we encourage our clients to use an integrated administration platform or WRAP to consolidate ISA / PEP’s Pensions, Investment Bonds and OEIC’s investments making it easier to administer and monitor the progress and freeing up time to concentrate on the important issues of wealth creation, preservation and management. Currently we use Standard Life and Transact as our preferred business partners.