Moneywise ::: We have helped in excess of 10,000 customers
We are a national advisory firm which offers a wide range of services in financial advice as well as general insurance solutions to both individual and corporate clients.
Since 1978 we have established an outstanding reputation for providing advice and forged strong relationships with specialist organizations to enable us to provide comprehensive solutions for our clients. Our reputation for quality is achieved by continuous education, excellent service standards and the use of the latest technology.
We have access to the full range of financial products and services available in the UK and are able, therefore, to give whole of market advice to help our clients, structure their financial goals and objectives and maximize their opportunities. We provide choice, value for money and quality service in everyday language.
The experience in financial services of the individual directors and managers ranges from eight to thirty six years. The company ethos is to work as one and ensure that each client receives advice from the most appropriate member of the team. Each client has a dedicated contact person to ensure that their needs are met.
Terms of business