Most IFA firms simply provide financial guidance, acting as intermediaries, passing their clients money to a third party. That can be confusing for customers and difficult to gain a consolidated view of one's finances.
Money Wise is one of a small minority of financial advice firms (less than 5%) that has discretionary investment permissions from the FSA. This means we provide an end to end service, i.e. not only can we provide you with the financial planning advice but we can actually manage your money for you, regardless of what tax wrapper or third party product is selected as part of that process. Our average investor has over £200,000 invested using our discretionary portfolio service but we will consider a minimum investment of £50,000 for new customers depending on the circumstances.
