Money Principles

Meet Zorro.

Zorro is the Prince family cat, bringing over 12 years of experience in catching mice and pigeons - a true specialist in his field.

He never quite took to corporate life, instead preferring a more relaxed schedule of sunbathing and sleeping.

Zorro has no contact details…but will pop up as and when he fancies. 🐾

Meet Fraser.

Fraser is a certified Mortgage and Protection Adviser, and is also equity release qualified. Before joining Money Principles in 2023, he worked as a secondary school English Teacher for 8 years.

Fraser helps people at the early and latter stages of their financial journey, be that buying a home, ensuring your family is protected or releasing equity.

📧 [email protected]
📞 0118 467 7557

Meet Henry.

Henry is an Independent Financial Adviser, and has over a decade of experience, including roles at Coutts and other major banks.

He joined Money Principles in 2019 as a Mortgage Adviser and has since developed into a specialist in holistic financial planning.

📧 [email protected]
📞 0118 467 7558

Meet Alastair, also known as Ali.

An Independent Financial Adviser with over 15 years of experience, Ali began advising at Money Principles in 2018, following a career at both an investment bank and a fund manager in London.

He specialises in investments, pensions, and retirement planning - helping clients build confident financial futures.

📧 [email protected]
📞0118 467 7559

We’re always learning and always looking to grow.

Over the next few months, we’ll be attending a number of conferences across the country to continue developing our knowledge, so we can offer the best possible advice to our clients.

We’re excited to share what we’ve been working on. A refreshed website and look are coming soon. Until then, it’s business as usual — we’re here if you need us.

📱0118 405 0102
📧 [email protected]