It’s the relationships we forge
the knowledge we have and
the principles we apply…

 

You can’t hit a target
you don’t have…

We will help you define your goals by discussing your situation, your financial objectives, attitude to risk and time frame.

 

 

People don’t plan to fail,
they fail to plan…

We will design and build a financial plan with you, the first step on your journey to financial independence.

We’ll do what’s best for you…

Because we work on a fee basis you can be confident we’re recommending something because it’s best for you, not for us.

 
 

Independent Financial Advice

Bath | London

Money Wise Independent Financial Advisers was founded in 1997 and is now a highly respected IFA firm with offices in Bath and London. Working with private clients, other professional advisers and business owners, the company has been providing independent financial advice for nearly 20 years.

Our private client team have over £350 million of funds under advice and our employee benefits team handle a wide range of benefits packages for companies and charities. We are a forward thinking organisation, big enough to provide a safe pair of hands for our customers and a good infra-structure for our employees, but still small enough to care about individual needs.

We’re always happy to have an initial chat without obligation to see whether or not we can help, so if you would like to meet or simply talk to one of our financial planners on the telephone, or are interested in career opportunities, please do not hesitate to us.

About Us

Our Values

Current Vacancies

Testimonials

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If you would like to discuss your situation or requirements with one of our financial advisers please contact your nearest office:

Get in touch
Bath
01225 471100
London
020 7065 2740
Want a call back?

If you would like to discuss your situation or requirements with one of our financial advisers please contact your nearest office:

Get in touch
Bath
01225 471100
London
020 7065 2740
Want a call back?