Cash Flow Forecasting
Financial Planning
Inheritance Tax Planning
Investing
Mortgages
Protection
Retirement Planning
We are independent
financial advisers
Money Wise is a financial services business that is committed to providing independent financial advice to individuals, families, businesses, trustees and deputies. We work alongside other professional advisers providing financial planning and investment advice. This includes advice during divorce, planning for later life care needs, inheritance tax, investment advice for trustees (to comply with the Trustee Act 2000), retirement planning, financial settlements, cash flow forecasting and investing Court of Protection and Personal Injury awards.
Many of our financial advisers are Chartered and or Certified, and we have a number of ‘Fellows’ of the Personal Finance Society (the highest possible accolade for a financial adviser). Many of our advisers have also obtained more specialist qualifications, including the Society of Trust and Estate Planners (STEP) and Society of Later Life Advisers (SOLLA) accreditation, so you can be sure they know what they’re talking about.
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
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