Fiona Monro - Financial Adviser

Fiona Monro - Financial Adviser A trusted Financial Adviser who can help you make the most of planning for your future.

Including:
- Savings & Investments
- Retirement Planning
- Protecting your Income
- Protection for your family

Just a little update from me…I’m still very much here and available for all your financial advice needs, whether that’s ...
05/05/2026

Just a little update from me…

I’m still very much here and available for all your financial advice needs, whether that’s pensions, investments, retirement planning or simply helping you make sense of your options and next steps. My focus hasn’t changed when it comes to supporting my clients and making sure you feel confident about your financial future.

I am just stepping back slightly from active social media marketing at the moment, as my husband has recently retired and I want to spend a bit more time with him during this new chapter.

Please don’t worry, I am still working as normal and very much contactable. If you need me, the easiest way to reach me is by calling my mobile.

📞 Call me on 07726 453521 and I will be happy to help.

A huge thank you to Katie Mumby for this lovely review:“I’ve never spoken to anyone before for financial advice so I was...
30/04/2026

A huge thank you to Katie Mumby for this lovely review:

“I’ve never spoken to anyone before for financial advice so I wasn’t sure what to expect. Fiona was lovely and I felt really comfortable with her talking about my finances. She went through everything step by step and I was really happy at the end of the session that actually I’d been doing a pretty good job on my own and was on track for my goals. Would highly recommend - thank you Fiona for putting me at ease.”

It was such a pleasure to meet you, Katie, and I’m so glad you felt comfortable and confident after our session together. Financial advice isn’t always about making big changes — sometimes it’s about reassurance that you’re already on the right track and understanding how to keep it that way.

Thank you again for your kind words — they really mean the world.

If you’ve worked with me and would like to share your experience, I’d love for you to leave a review here on my page too!

Are your retirement options puzzling you?When it comes to planning for retirement, it can sometimes feel like you’re try...
28/04/2026

Are your retirement options puzzling you?

When it comes to planning for retirement, it can sometimes feel like you’re trying to piece together a puzzle without knowing what the final picture should look like.

That’s where I come in. With over 20 years of experience, I’ll help you make sense of all the pieces — pensions, savings, investments, and goals — to create a clear and complete plan for your future.

You don’t have to solve it alone. Let’s make sure your retirement picture comes together perfectly.

📞 Call me on 07726 453521 or message me today to arrange a friendly chat.

Have you thought about what it is that you want to achieve in your lifetime?Many of us will have dreams and goals that w...
23/04/2026

Have you thought about what it is that you want to achieve in your lifetime?

Many of us will have dreams and goals that we want to achieve but we don’t always know where to begin when it comes to working towards them.

That’s where a trusted financial adviser can help you.

Talk to me about your life goals and what you want to achieve and I’ll help you to write the plan that will allow you to be able to afford them.

Call me on 07726453521 to arrange a free, no obligation, initial chat and let’s write your plan to achieve your life goals together.

When talking with a financial adviser for the first time, many people assume that I will present you with only one optio...
21/04/2026

When talking with a financial adviser for the first time, many people assume that I will present you with only one option for your financial future, but that’s not true at all.

There are always options for you to take with your financial plan. Speaking with me is about discussing those options and choosing the one that’s right for you.

Following our initial chat I will research the various options available to you and present them to you, talking through each of them so that you understand what they are and how they will each work for you.

After that, all you need to do is pick the options that are right for you and we’ll get your plan in place together.

The whole process starts with an initial chat with me. Call me on 07726453521 to arrange a free, no obligation, initial chat and let’s write your financial plan together

We’re at the start of the tax year, how much are you planning to put into your ISA?Each year we are allowed by governmen...
16/04/2026

We’re at the start of the tax year, how much are you planning to put into your ISA?

Each year we are allowed by government to put a certain amount in our ISAs without any tax implications.

For the tax year of 2026/27 you can put up to £20,000 in your ISA. Make the most of it while you can.

Need help with setting up your savings? Perhaps you need to talk through your options with someone who will give you impartial, personal advice?

Call me on 07726453521 to arrange a free no obligation chat about your financial future.

People often ask me, “When do they need to speak to me?” It’s best to speak to a financial adviser when you experience a...
14/04/2026

People often ask me, “When do they need to speak to me?” It’s best to speak to a financial adviser when you experience a change in your life.

Whether you’re about to:

👰 Get married

🤰 Have a child

🏡 Move home

💔 Get divorced

🏢 Start a new job

👴 Retire

Financial advice is not just for the super wealthy. Financial advice is for everyone who wants to look to their future.

Book a no-obligation chat with me today to talk about your financial plan for the future. Call me on 07726453521 to arrange our meeting.

Do you have something you would like to achieve in your lifetime?A goal? A dream? A desire?In order to achieve that goal...
09/04/2026

Do you have something you would like to achieve in your lifetime?

A goal? A dream? A desire?

In order to achieve that goal, you need a plan. You also, most likely, need money in order to achieve that dream.

That’s what financial advice is for!

To help you to achieve the dreams you’re scared to voice!

Give voice to your dreams by booking a free no obligation chat with a trusted financial adviser! Call me on 07726453521 and let’s chat about your life goals

The simplest answer is sometimes the best…I recently heard someone say that they didn’t need a financial adviser because...
07/04/2026

The simplest answer is sometimes the best…

I recently heard someone say that they didn’t need a financial adviser because their mate had shown them their retirement plan and they were just going to do what their mate did…

Sure! If you’re a clone of your mate then go ahead. Best of luck to you!

But the truth is, we’re not clones. We are all different.

We have different life experiences. We have different incomes and different expenses. We have different priorities and we all have our own take on the world. Our attitudes to risk are vastly different.

The list goes on and on!

That’s why it’s so important to speak to a financial adviser and get a retirement plan that’s tailored to you and your circumstances.

To find out how I can help you to write a retirement plan that will work for you and your life, book a free, no obligation chat with me today. Call me on 07726453521 to arrange your initial chat with a trusted financial adviser.

Do you feel ready to retire… or does the thought of it feel a little scary because you’re not sure you’re prepared?You’r...
02/04/2026

Do you feel ready to retire… or does the thought of it feel a little scary because you’re not sure you’re prepared?

You’re not alone if it’s the second one. Many people feel uncertain about whether they’ve saved enough, what their income will look like, or how to make everything work once they stop working.

The good news is that you don’t have to face those questions on your own. With the right guidance and a clear plan in place, retirement can feel something to look forward to rather than worry about.

If you’re feeling unsure, why not pick up the phone and have a chat with me? I’ll help you understand where you are now and what steps you can take to feel more prepared and confident about your retirement.

Address

Lincoln
LN2

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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