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