Money Wise IFA Ltd

Money Wise IFA Ltd was established in 1997 and now has 12 financial advisers (including 5 mortgage advisers) supported by a dedicated and experienced administration and compliance team. Money Wise if the "official IFA" and a sponsor of Bath Rugby Club and looks after approximately £100m of client investments, pension funds and trusts, both on and offshore. Money Wise also arranges over £60m of mortgages each year.

AIFA

Money Wise Independent Financial Advisers Limited is one of the UK’s Top 150 IFA’s. We have been working with our clients for over 20 years, providing exceptional financial solutions over a wide range of services. Relationships are key to our success because year after year our clients entrust their money to our "safe hands" in order to build and grow their future financial security. I believe the most important aspect of our company is these honest relationships, keeping our promises, understanding our clients’ needs and, above all, striving to exceed their expectations of an IFA. We work with individuals, families and business owners, delivering the same level of exceptional care throughout. By working with our clients’ other professional advisers, like their accountant and solicitor, we provide an integrated, coherent service to find the best financial solutions. Through a combination of exploiting modern technology and our many years of experience, we provide bespoke, well researched and up to date advice.