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 advisers in London, Bath, Cambridge & Bournemouth. 

Straightforward, reliable financial advice you can trust can be hard to find, so we’re pleased you have found us. 

Money Wise Independent Financial Advisers was founded in 1997 and is now one of the UK’s most respected IFA companies with offices in Bath, Bournemouth, Cambridge and London. Working with private clients, other professional advisers and business owners, the company has been providing advice on a wide range of financial services for over 16 years.

We employ 13 financial advisers in addition to the three executive directors (Malcolm Coury, Richard Armstrong and Duncan McKillop) and have recently appointed a non-executive chairman (Allan Rosengren) to strengthen our board. We look after over £300,000,000 on behalf of our clients, which means we are big enough to provide a safe pair of hands but still small enough to care about your individual needs.

To find out more please visit the About Us page on this website. Meanwhile, if you have any suggestions on how we can improve our website, please let me have your feedback. We’re always striving to do things better.

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?