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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 12 financial advisers (including 5 mortgage advisers), supported by a dedicated and experienced administration team. We are directly regulated by the FSA, have our own full time Compliance Director and our approach to business ensures that we operate a proactive compliance regime rather than one that is reactive (as is the case with most national networks!).
We currently look after approximately £100m of client investments, including SIPP and SSAS portfolios and private trust funds. Our mortgage advisers currently arrange over £70m of mortgages each year for private and commercial clients. We were 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 2006/07. Using the Ascentric wrap service gives our advisers and their clients more control, better access, efficient management and improved visability of investment portfolios.
We offer a professional yet friendly and supportive service to our clients and a great working environment for our staff. We have invested heavily in the latest technolgy in order to fully support our advisers and administrators alike. In addition to being the first IFA in the UK to adopt the Ascentric Wrap (the wrap service of Fundsdirect) we use 1st Software's 'Office Adviser', Synaptic Systems' 'Product Manager' and 'Fund Analyst', 'The Exchange', 'Trigold' and other relevant software systems. Without exception, everyone who has joined our team of financial advisers has only one regret......that they didn't join us sooner!
Malcolm Coury
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