Home Advisers Clients Contacts Links

Menu


ABOUT US :
» Our Directors
» Our Advisers
» Our Goal
» Join Us
» Contact Us

OUR SERVICES :
» Investments
» Pensions
» Mortgages
» Mortgage Calculator
» Personal Protection
» Employee Benefits
» General Insurance
» Tax Planning

OUR COMMUNITY :
» Press coverage
» Newsletter
» Gallery
» Bath Rugby

COMPLIANCE and LEGAL :
» Treating Customers Fairly
» Complaint Handling
» Anti Money Laundering
» Data Protection



Official IFA & Sponsor of
Bath Rugby


 













Authorised and Regulated by the
Financial Services Authority

 


Welcome to MoneyWise

Money Wise Independent Financial Advisers Limited is one of the UK’s Top 150 IFA’s*.  Our financial advisers have been working with clients for over 20 years, providing exceptional financial solutions over a wide range of services including:

  • Investments
  • Pensions
  • Mortgages
  • Personal Protection
  • Employee Benefits 
  • General Insurance 
  • Tax Planning

Relationships are key to our success because year after year our clients entrust their money to our "safe hands" in order to build and grow their future financial security.  I believe the most important aspect of our company is these relationships, keeping our promises, understanding our clients’ needs and, above all, ging the extra mile and striving to exceed our clients' expectations

We work with individuals, families and business owners, delivering the same level of exceptional care throughout.  By working with our clients’ other professional advisers, like their accountant and solicitor, we provide an integrated, coherent service to find the best financial solutions.

Through a combination of exploiting modern technology and our many years of experience, we provide bespoke, well researched and up to date financial advice.

We welcome the opportunity to see how we can help you.



Malcolm Coury
Managing Director

*Source: Plimsoll Publishing Ltd 2007



© Copyright 2008 Money Wise a SPACESTREAM.com website