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Official IFA & Sponsor of
Bath Rugby
Authorised and Regulated by the
Financial Services Authority
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Welcome to Money Wise
Money Wise IFA Ltd was established in 1997 and we now have 15 financial advisers (including 3 specialist mortgage advisers), supported by a dedicated and experienced administration team. We currently manage and advice on approximately £200m of client funds including around £50m on a discretionary basis, including SIPP and SSAS portfolios, private and charitable trusts. We are directly regulated by the Financial Services Authority and have offices in Bath, Bournemouth, Cambridge and London.
We offer a professional yet friendly and supportive service to our clients and their other advisers, as well as a great working environment for our staff. We have invested heavily in the latest technolgy in order to offer our clients the best possible advice and to fully support our advisers and administrators. In addition to being the first IFA in the UK to adopt the Ascentric Wrap we use Financial Express (Finex) Analytics; Adviser Office (1st Software); Synaptic's Product Manager; The Exchange; Trigold and other relevant software and research systems.
Our Managing Director, Malcolm Coury, was instrumental in the purchase of Fundsdirect (the UK's first funds supermarket) from EGG in 2005 and the subsequent launch of the Ascentric Wrap Service in January 2007. Using the wrap service we offer discretionary investment management whilst giving our clients more control, better access and 24/7 on-line visability of their portfolios.
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