Independent Financial Advisers in Bath > Money Wise Ifa Ltd

Money Wise Ifa Ltd

View phone number 7a Chapel Row,
BATH,
BA1 1HN
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Brief business description

Money Wise is the Official IFA and a sponsor of Bath Rugby. Based in Bath and with offices in Poole, Dorset our team of experienced, professional advisers are happy to work on a fee and/or commission basis. We are used to dealing with a wide variety of clients including corporate, retired and high net worth individuals. Experience of complicated pension issues and products (Income & Corporation Taxes Act 1988 and subsequent amendments), pension sharing and divorce (Welfare Reform and Pensions Act 1999) Inheritance tax planning (Inheritance Tax Act 1984), trustee investments (Trustee Act 1925 through to Trustee Act 2000) work actively with other professionals (Legal and Accountancy) and look after an increasing number of money-purchase occupational schemes, group pension schemes (including stakeholder), group life and group PHI.