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Official IFA & Sponsor of
Bath Rugby
Authorised and Regulated by the
Financial Services Authority
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Our Directors
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Malcolm Coury - Managing Director / Financial Adviser
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 Office: Bath
Telephone: 01225 471 100
Malcolm is married with four children and has appeared regularly on the BBC's TV programme, 'It's your money' and Radio 5 Live’s ‘Wake up to Money’. He holds the Advanced Financial Planning Certificate (Dip PFS) and has facilitated courses for the Personal Finance Society (PFS). Malcolm was educated at The Oratory School, near Reading, has a degree in Combined Sciences from Southampton University and is a loyal Bath Rugby supporter. Malcolm joined the financial services industry in 1983 and after a number of years working in the "corporate" environment set up Money Wise Independent Financial Advisers Ltd. with his wife Halena, in 1997.
Malcolm was instrumental in the purchase of Fundsdirect from EGG in 2005 and the subsequent launch of the Ascentric Wrap service in January 2007 and remains on the Board of Investment Funds Direct Group as their IFA Director. Malcolm specialises in Self Invested Pensions and Investment Planning.
Contact Malcolm
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Stephen Thornton - Director / Financial Adviser
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 Office: Bath
Telephone: 01225 471 100
Stephen is married with two grown up children, is a graduate of Swansea University and originating from Wales is a Welsh rugby fan! Stephen has been in the industry since 1993 with general Portfolio and then Group Des Assurance National (GAN) and joined Money Wise in April 1998. Steve holds the the Financial Planning Certificate (Cert PFS) and CeMap qualifications. He was previously a senior manager within the manufacturing industry.
Contact Stephen
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Ed Hockey - Director / Mortgage Adviser
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 Office: Bournemouth
Telephone: 01202 545135
Ed is married with two children and lives in Poole. He has been in the financial services industry since 1994, when he worked as a mortgage adviser with Hambro Countrywide where he soon became one of their top business producers. Ed holds the Financial Planning Certificate (Cert FPS) and CeMap qualification and is a mortgage adviser specialising in mortgages for high net worth clients, buy to let portoflios, large refinancing deals and commercial finance. Ed joined Money Wise in August 2001 as an Independent Financial Adviser and became a director in July 2004 .
Contact Ed
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Richard Armstrong - Director / Financial Adviser
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 Office: Bath
Telephone: 01225 471 100
Richard is married with two children, lives in Trowbridge, Wiltshire and joined Money Wise in November 2006. Prior to that his previous roles included another IFA firm in Bath and heading the financial services practice for a large regional law firm across Bristol, Bath and Swindon. He has also worked at a top 5 accountancy firm and originally trained at the Natwest Group. Richard has over 18 years experience in Financial Services. Richard has the qualification of Associateship of the Chartered Institute of Bankers and he is also a member of the Personal Finance Society. He holds the Advanced Financial Planning qualification with papers in Taxation and Trusts, Personal investment planning and Advanced Pensions Planning. Richard specialises in holistic financial planning incorporating life and pensions but with specific emphasis on investments, trusts and inheritance tax planning.
Contact Richard
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John Skillman - Compliance Director
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 Office: Bath
Telephone: 01225 471100
John has two daughters and lives in Frome, near Bath. He joined the financial services industry in 1994 and holds the Financial Planning Certificate (Cert FPS). John worked for a couple of years at Allied Dunbar (Zurich) in an advice role before moving to The Burns Anderson Independent Network plc. in a compliance role. He joined Money Wise in May 2001, works closely with the company's financial advisers ensuring robust procedures are in place in order that the firm complies with the Financial Services Authority's requirements of regulated firms and became a director in January 2007.
Contact John
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