Financial Advisers (Independent) in Bath
7 Chapel Row
Monday to Sunday: 9am - 5pm
Money Wise is a financial services business that is committed to providing independent financial advice to individuals, families, businesses, trustees and deputies. We work alongside other professional advisers providing financial planning and investment advice. This includes advice during divorce, planning for later life care needs, inheritance tax, investment advice for trustees (to comply with the Trustee Act 2000), retirement planning, financial settlements, cash flow forecasting and investing Court of Protection and Personal Injury awards.
Many of our financial advisers are Chartered and or Certified, and we have a number of ‘Fellows' of the Personal Finance Society (the highest possible accolade for a financial adviser). Many of our advisers have also obtained more specialist qualifications, including the Society of Trust and Estate Planners (STEP) and Society of Later Life Advisers (SOLLA) accreditation as well as having a number of our advisers registered with the Association of Personal Injury Lawyers (APIL), so you can be sure they know what they're talking about.
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