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