MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD
Money Wise Independent Financial Advisers Ltd is a financial services company based in London, England. They specialize in providing expert financial planning advice to their clients. With a team of experienced financial planners, Money Wise Independent Financial Advisers Ltd is dedicated to helping their clients achieve their financial goals. They offer a range of financial services to meet the unique needs of each individual client.
Introduction to MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD
Money Wise Independent Financial Advisers Ltd is a financial planning company based in London, England. Founded in 2001, the company has been providing independent financial advice to its clients for over 20 years. The purpose of this company is to help individuals and businesses plan and manage their finances effectively. What makes this company unique is its commitment to providing personalized financial advice tailored to the individual needs of its clients.Services & Products
Money Wise Independent Financial Advisers Ltd offers a wide range of financial services to its clients. These services include retirement planning, investment advice, tax planning, estate planning, and insurance advice. Customers can also buy various financial products from the company, such as mutual funds, stocks, bonds, and annuities. The company's financial planners work closely with clients to understand their financial goals and create a customized financial plan that meets their needs.Location
Money Wise Independent Financial Advisers Ltd is located in the heart of London at 1st Floor, 20 Little Britain, EC1A 7DH. The area is known for its historic buildings and charming streets. It is also home to many other businesses, including law firms, financial companies, and technology firms. Customers can expect to experience a bustling city atmosphere with plenty of restaurants, cafes, and shops nearby. The closest public transportation options include St. Paul's Station (0.2 miles), Barbican Station (0.3 miles), and Farringdon Station (0.4 miles).Benefits
Customers should choose Money Wise Independent Financial Advisers Ltd because of its commitment to providing personalized financial advice. The company's financial planners take the time to understand each client's unique financial situation and develop a customized financial plan that meets their needs. Additionally, the company is independent, which means it is not tied to any specific financial products or services. This allows the planners to offer unbiased advice that is in the best interest of their clients.Good to Know
Customers should be aware that Money Wise Independent Financial Advisers Ltd charges fees for its services. The fees vary depending on the type of service provided and the amount of assets under management. However, the company is transparent about its fees and provides clients with a clear understanding of what they can expect to pay.Reviews
Customers have praised Money Wise Independent Financial Advisers Ltd for its knowledgeable and friendly financial planners. Many clients have reported feeling confident and secure in their financial plans after working with the company. Some negative reviews have noted that the company's fees can be high, but overall, the reviews are overwhelmingly positive.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
FAQ
What types of financial planning services do you offer?
We offer a range of financial planning services such as retirement planning, investment planning, tax planning, estate planning, and risk management. Our services are tailored to meet the unique needs and goals of each client.How do you customize financial plans to fit individual clients?
We start by getting to know our clients and understanding their financial situation, goals, and risk tolerance. Based on this information, we develop a personalized financial plan that is designed to help them achieve their objectives. We also offer ongoing support and advice to ensure that their plan remains relevant and effective.What are your fees and how are they structured?
Our fees are transparent and structured based on the services provided. We offer both fee-only and commission-based services, depending on the client's preference. We work with our clients to develop a pricing structure that is fair and aligned with their needs and expectations.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and experienced professionals who hold recognized industry certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). They are also registered with the appropriate regulatory bodies and adhere to strict ethical standards.Can you provide references or testimonials from satisfied clients?
Yes, we can provide references and testimonials from satisfied clients upon request. We are proud of the relationships we have built with our clients and the positive impact we have had on their financial lives.Reviews
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ajit desai
I been last year but every year they should provide report of your plan .my value at time I put 35000 which after two year they took their commission up front 1000 pound but not guided and fund after two year got same .not happy with service so I changed to other
27-05-2016
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Barbara Havlin
Have been a customer with MONEYWISE for some months now and have found them very helpful, always have my interests at heart. The Advisor and the other staff have very valuable and detailed knowledge and all my pension plans were fashioned to suit me and everything about me. I would recommend MONEYWISE to anyone thinking about their financial position and in need of advice. Thanks
27-05-2014
