Money Wise IFA Ltd was established in Bath in 1997, we now also have offices in Bournemouth, Cambridge and London with a total of 20 registered financial advisers. Our financial advisers are supported by a dedicated team including para-planners, administrators and compliance staff.

We act for Corporate, Trustee and Private clients, managing over £200m of investments of which a significant amount is run on a 'Discretionary' basis. 

We provide a professional yet friendly service to clients and their other professional advisers, as well as a great working environment for our staff.  We have invested heavily in the latest technology in order to offer clients the best possible advice and services, and are proud to be the "official IFA" for Bath Rugby as well as a preferred adviser for a number of law and accountancy firms across the South of England.

Using a sophisticated wrap platform for investment administration we are able to offer discretionary investment management, giving our clients more control, cost efficiencies, transparency and 24/7 on-line visibility of their investment and pension portfolios.