Munnypot Enterprise was created to make financial advice available to everyone. Not just the wealthy. Not just in the UK. Not just investors. People—from all walks of life, the world over—use our proprietary technology to buy the core financial products they need, via any device. And as and when changes occur, Munnypot is there to facilitate the regulated financial advice, simple or complex, that your end clients value. Given that all the technology is under the hood, the selection and purchasing experience for your end clients is transparent, engaging and free of hassle—from start to finish.
Collectively, Munnypot’s founders have been providing regulated advice on personal finance for 75+ years. We have built (and sold) advisory businesses and worked directly with product providers in the UK and overseas. Using our insights, knowledge and ‘hands on’ experience, we will align our robo solution to your objectives and help you address the challenges that digitalisation poses to your business.
Andrew has 30 years’ experience in financial advice, wealth management, business consultancy and digital innovation. He co-founded the highly successful advisory firm Cavanagh Group which then acquired Ernst and Young’s advisory arm. The Group was acquired by Close Brothers Asset Management in 2011 where he served as Head of Wealth Management. During his tenure he played a key role in driving the business through a period of transformational change before becoming a partner in VSG Capital LLP and co-founding Munnypot in 2015.
Simon also has 30 years’ experience in financial advice, wealth management, business consultancy and digital innovation. He co-founded Cavanagh Group which was successfully acquired by Close Brothers Asset Management in 2011 where he served as Head of Advice. Simon went on to re-join forces with Andrew Fay, becoming a partner in VSG Capital LLP and co-founder and Managing Director of Munnypot in 2015. Between 2016 and 2018 Simon was also Chairman of MedPharm, leading their reorganisation and eventual sale of MedPharm to Ampersand.
Simon has 25 years in the financial services industry. Following his qualification as an ACA Simon was a fund manager for six years, latterly at Henderson Global Investors. This was followed by 11 years as Co-Head of the Equity Capital Markets business of Berenberg Bank. Joining in 2003 Simon was instrumental in building this business from a small group of employees to over 150 people across Europe, UK and North America. As well as being a co-founder of Munnypot Simon also runs his own business Feros Advisers.
John has over 15 years of strategy and business development experience across sectors such as private equity banking, insurance, healthcare, defence, security, and transport. Before founding Capita’s corporate venturing business, Capita Scaling Partner, John was a business development director in Capita’s strategic deals team. John’s role in Munnypot is as both an investor director and to bring to bear the wherewithal of Capita plc. to help Munnypot scale their business.
A range of UK and international financial institutions rely on our multichannel financial advice solutions.
Here are some of our clients’ views about Munnypot Enterprise and the results they’re enjoying.