Welcome to our website. I hope you find it both informative and helpful. However, if you have any suggestions on how we can improve the way we present ourselves in this website, please provide us with your feedback.
Money Wise Independent Financial Advisers started 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 15 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.
If you would like to discuss your situation or requirements with one of our financial advisers please contact your nearest office: