Businesses: Register or Login

Independent Financial Advisers in Bath > Money Wise IFA Ltd

Money Wise IFA Ltd

Phone View phone number 7 Chapel Row, Queen Square,
Bath,
BA1 1HN
view on map
Get directions Look for more Independent Financial Advisers in Bath

Money Wise IFA Ltd

Brief business description

Money Wise IFA Ltd was established in Bath in 1997, we now also have offices in Bournemouth, Cambridge and London and a total of 20 registered financial advisers. Our financial advisers are support... read full description

About us

read full info

Photos

  • Money Wise IFA Ltd - Image 1
  • Money Wise IFA Ltd - Image 2
view gallery
 

Review Us





I want to use my Facebook profile
I am a registered user
I am a new user


About Us

Brief description

Money Wise IFA Ltd was established in Bath in 1997, we now also have offices in Bournemouth, Cambridge and London and a total of 20 registered financial advisers. Our financial advisers are supported by a dedicated team including para-planners, administrators and compliance staff. We act for Corporate, Trustee and Private clients, managing over £200m of investments of which a significant amount is run on a 'Discretionary' basis. We provide a professional yet friendly service to clients and ...

Trade Bodies / Associations

Personal Finance Society (PFS) and Association of Independent Financial Advisers (AIFA)

Any Specialist Products or Services?

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, under

When did your business start trading?
  • 1997
Opening times
  • Sunday: closed
  • Monday: 09:00 to 17:30
  • Tuesday: 09:00 to 17:30
  • Wednesday: 09:00 to 17:30
  • Thursday: 09:00 to 17:30
  • Friday: 09:00 to 17:30
  • Saturday: closed