Assisted Self Management
Create your own perfect retirement, with guidance and support available.
Here for the needs of the many, not the few
At Morenti Wealth Partners, our mission is to help as many people as possible achieve their goals through accessible financial planning. In a recent study, fewer than 10% of UK adults reported receiving financial advice. That means more than 90% either:
- Don’t want advice
- Don’t qualify for advice
There are many valid reasons why people may wish to self-plan rather than seek financial advice, and we feel that those people should be given access to a service that can help them, whatever their reasons, and wherever they are on their financial planning journey. That is why we have created our Assisted Self Management Service.
What Is Assisted Self Management?
Plan Smarter, with Tools Used by the Pros
We’ve partnered with Virtual Financial Clinic to deliver a flexible online course that teaches you how to use Voyant. World-class financial planning software trusted by professionals.
With this service, you’ll:
- Get full access to Voyant
- Learn to model your own financial goals and future
- Track progress, plan tax efficiently, and test your retirement strategy
- Be able to access 1-2-1 guidance
- Take confident steps toward financial independence
Who Is This For?
This service is ideal if any of these apply:
- You’re not eligible for our full financial planning service (£250,000+ in investable assets)
- You prefer to manage your own finances independently
- You want flexible, low-cost access to professional-grade planning tools
- You value occasional expert input without the pressure of long-term fees
How Can I Access This Service?
If you feel this service is a good fit for your requirements, simply click the button below to access Virtual Financial Clinic’s Voyant Masterclass site.
Have questions?
If you have any questions about this service or its suitability for your requirements, please complete an enquiry form in the Contact Us section, and the right member of our team will get back in touch with you.
Services
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Location
- 55 Colmore Row, Birmingham, B3 2AA
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Morenti Wealth Partners is a trading style of Burgess and Lee Ltd, which is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 160493). Registered in England and Wales at Companies House. Head Office Address: 8 Portman Terrace, 223 Seabourne Road, Bournemouth, BH5 2HP.