About Us

Our Values

Our Values

It’s the relationships we forge, the knowledge we have and the principles we apply: Our Values

We’re not a large faceless organisation where no one is prepared to own a problem. We employ husbands and wives, girlfriends, boyfriends and we have children too, so we genuinely understand the concerns and ambitions of you and your family.

We are committed to our local community and in addition to the support we provide Bath Cricket Club, Money Wise’s nominated charity is the Bath Rugby Foundation. During the relationship our firm has helped raise thousands of pounds for the charity, including Duncan McKillop’s (Business Development Director) notorious 1,000 mile Deloitte Ride Across Britain, sponsoring the Foundation’s Olympic Quiz night, the Bath Men’s walk, Super Stars, 6-a-side cricket and other Foundation fund raising events.

Giving Back

About Us

Our Values

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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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