htmlHow it works | Moneykind
Nice and simple

How it works

Three steps between your question and a conversation with a professional.

Step 1

Tell us what you need

Choose a service and answer a few quick questions. We'll ask for your contact details so we can respond.

Step 2

We review your enquiry

We look at the service you've requested and whether a suitable participating professional is available.

Step 3

Have a conversation

If we make an introduction, the professional can contact you to discuss your options, fees and next steps.

What can you ask about?

Moneykind currently accepts enquiries about mortgages, insurance and protection, financial advice, accountants, business finance, and wills and estate planning.

What happens to your details?

We use the information you provide to review your request and, with your permission, share relevant details with an appropriate participating professional. We may introduce you to a suitable participating professional or business. Read our Privacy Policy for more information.

Will it cost anything?

There is no fee to submit an enquiry to Moneykind. The professional you speak with may charge for their services. Ask them to explain their charges before you agree to proceed.

Will I definitely be matched?

Not necessarily. Availability depends on the nature of your enquiry and our participating professionals. We do not compare every provider in the market.

Do you give financial advice?

No. Moneykind is an introduction service. Any regulated financial advice must come from the relevant appropriately authorised firm.

Ready to get started?

A few questions are all it takes.

Explore the services →