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 independent financial advice for over 17 years.
Our private client team manage over £300 million and our employee benefits team handle a wide range of benefits packages for companies and charities from 5 to over 1,000 employees. We are a forward thinking organisation, big enough to provide a safe pair of hands for our customers and a good infra-structure for our employees, but still small enough to care about individual needs.
We’re always happy to have an initial chat without obligation to see whether or not we can help, so if you would like to meet or simply talk to one of our financial planners on the telephone, or are interested in career opportunities, please do not hesitate to contact me.
Finally, I’m very pleased to report that we made this year’s list of the top 12 Independent Financial Advisers (IFAs), Financial Planners, and Wealth Managers in the UK. Quite an achievement out of 10,000+ authorised advice firms.
If you would like to discuss your situation or requirements with one of our financial advisers please contact your nearest office: