It’s the relationships we forge
the knowledge we have and
the principles we apply…

 

You can’t hit a target
you don’t have…

We will help you define your goals by discussing your situation, your financial objectives, attitude to risk and time frame.

 

 

People don’t plan to fail,
they fail to plan…

We will design and build a financial plan with you, the first step on your journey to financial independence.

We’ll do what’s best for you…

Because we work on a fee basis you can be confident we’re recommending something because it’s best for you, not for us.

 
 

Independent Financial Advice

Bath | Cambridge | London | Bournemouth 

Money Wise Independent Financial Advisers was founded in 1997 and is now a highly respected IFA firm with offices in Bath, Cambridge, London and Bournemouth. Working with private clients, other professional advisers and business owners, the company has been providing reliable independent financial advice on a wide range of financial services for 17 years.

We employ 12 financial advisers supported by a team of 23 experienced support staff, 3 executive and 1 non-executive directors. We look after over £300 million on behalf of our clients and our employee benefits people handle a wide range of benefit packages for companies. We are a forward thinking organisation, big enough to provide a good infra-structure for our employees and a safe pair of hands for our customers, but still small enough to care about individual needs.

To find out more please visit the About Us page on this website. We’re always striving to do things better for our employees and our customers so if you have any suggestions on how we can improve our website, our services or are interested in joining us please contact me.

Malcolm Coury
Managing Director

About Us

Our Values

Current Vacancies

Testimonials

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If you would like to discuss your situation or requirements with one of our financial advisers please contact your nearest office:

Get in touch
Bath
01225 471100
Bournemouth
01202 545135
Cambridge
01223 211122
London
020 7065 2740
Want a call back?

If you would like to discuss your situation or requirements with one of our financial advisers please contact your nearest office:

Get in touch
Bath
01225 471100
Bournemouth
01202 545135
Cambridge
01223 211122
London
020 7065 2740
Want a call back?