About Us

About Us

About Us – Money Wise

Founded in 1997 Money Wise provides independent financial and investment advice to individuals, their families, business owners, trustees and deputies.

This includes providing advice during divorce, planning for later life care needs, inheritance tax, investment advice for trustees (to comply with the Trustee Act 2000), retirement planning, cash flow forecasting, and advice on investing Court of Protection and personal injury awards, alongside specialist solicitors and accountants.

Founded in Bath the firm now also an office in London. The company employs approximately 25 people, our operating income in 2015 was £3.9M, funds under management are in excess of £350M and our employee benefits team handle a wide range of benefits schemes.

We the preferred financial adviser for a number of legal and accountancy firms across the South of England, as well being the preferred adviser for the Aston Scott Group, one of the UK’s top independently owned risk management and insurance brokers. As the main sponsor of Bath Cricket Club and “a friend” of the Bath Rugby Foundation, we also believe in giving back to our local community, having helped raise significant sums to help both organisations.

We are proud to say that many of our staff are Chartered and or Certified, and many have obtained specialist accreditations from organisations like the Society of Trust and Estate Planners (STEP), the Society of Later Life Advisers (SOLLA). Therefore, you can be confident that our financial advisers know what they’re talking about. Apart from their professionalism, we think our employees are great people and we enjoy working with them.

Our Values

Current Vacancies

Testimonials

Information & Fact Sheets

To download information and fact sheets about our services please enter your name and e-mail then click the button below.


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 Bath London

Documents

Client Agreement
An introduction to Money Wise

Pensions Freedom

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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
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