MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD
James Street West, Bath and North East Somerset, United Kingdom
About MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD
Welcome to MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD, a trusted establishment that provides expert financial guidance and advice to clients looking to achieve financial success. Our headquarters are located at Alexander House, James Street W in the beautiful city of Bath, United Kingdom.
At MONEY WISE, we offer a range of financial services tailored to meet the unique financial objectives of our clients. As a financial institution, our primary goal is to help our clients make informed choices about their financial future, and we understand that making the right financial decisions can be daunting. That's why we provide expert advice on financial planning, investment opportunities, pensions, and retirement planning to help you make decisions that are well-informed and aligned with your goals.
As a health insurance agency, we understand the importance of protecting your physical and financial health, and we offer a range of insurance policies to provide you with peace of mind. Our experienced agents will work with you to identify the best insurance policies to suit your needs and budget, ensuring that you have excellent coverage and protection.
At MONEY WISE, we pride ourselves on being a point of interest for financial success in the city of Bath, and our clients trust us to provide reliable financial advice that is based on expertise and experience. Our team of independent financial advisers is highly experienced in the finance industry, and we bring a wealth of knowledge to every client engagement.
Whether you're looking to maximise your investment returns, plan for your financial future, or protect your health, MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD is here to help. Contact us today to learn more about how we can help you achieve financial success, and take the first step towards financial freedom.
Alexander House, James St W, Bath BA1 2BT, United Kingdom
Opening hours of MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Day off
Sunday:
Day off
Reviews of MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD
"Whenever I visit Moneywise I am received by a relaxed and professional reception team who after inviting me to have a coffee .pass me on to Bob C. for what is always a friendly and highly professional discussion.Never rushed always comfortable and invariably I leave knowing an old and respected friend will do all the donkey work, what more could you ask ???"
"Duncan McKillop has been my Financial Advisor for over 20 years through both good and bad financial times. He has reviewed my financial situation with me over the phone and at least once a year in person. He has patiently explained my standing in clear terms along with my options for the future. I have always felt that any changes and investments he has recommended to my portfolio have been with my best interests as the priority. Long may this continue."
"Craig Chapman has dealt with our financial affairs in a most efficient and friendly way for some time now. Last night I emailed him with an important query regarding an investment which Money Wise do not handle. I had a full and very helpful response from him first thing this morning. First class service! Thank you."
"A really helpful group of people who know their job well but most importantly, really value their customers and go out of their way to tailor their service to individual requirements. My wife and I have been on their books for over twelve years, now live a long way from Bath but still receive the same care and attention as when we first asked their help. I'm very happy to recommend Malcolm and his team to anyone needing personal financial help at any level."
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