In Bath 1997 Money Wise was born and now has offices in Bournemouth, Cambridge and London. Our financial advisers are professional, highly qualified and supported by a dedicated team of para-planners, administrators and compliance staff.
We act for Private Clients, Trustees and Employers, advising on more than £300m of investments of which over £100m is managed by us on a 'discretionary' basis.
We provide a professional yet friendly service to clients alongside their other professional advisers. Our staff enjoy a great working environment and our investment in technology ensures clients receive the best possible advice and services. We are proud to be the "Official IFA" for Bath Rugby and the preferred adviser for a number of law and accountancy firms across the South of England.
Using a sophisticated wrap platform we are able to offer our clients far greater transparency, control and cost efficiencies than is possible with traditional "product" based financial solutions, as well as 24/7 on-line access to their investment and pension portfolios
