Wise Wealth Management Limited
About the Business
Wise Wealth Management Limited is a premier finance establishment located at 2 Kingsway in Cardiff, United Kingdom. Our institution is dedicated to providing our clients with effective and efficient wealth management solutions. Our team of experienced professionals works tirelessly to provide personalized investment advice and financial planning services that are tailored to each individual's unique needs and goals.
At Wise Wealth Management Limited, we understand that financial planning can be complex and overwhelming, which is why we take the time to explain our strategies in a straightforward and easy-to-understand manner. Our goal is to empower our clients with the knowledge and tools they need to make informed financial decisions and achieve their long-term financial objectives.
As a point of interest in the finance industry, Wise Wealth Management Limited offers a range of services, including retirement planning, investment management, estate planning, and tax planning, to name just a few. Our team utilizes cutting-edge technology, research, and analysis to build investment portfolios that are tailored to our clients' unique risk tolerance and objectives.
Our institution is committed to the highest standards of ethics and integrity, and we pride ourselves on our transparency, honesty, and dedication to our clients' financial well-being. Whether you are a seasoned investor or just starting to explore your financial options, Wise Wealth Management Limited has the expertise and resources to help you achieve your goals. Come visit us at 2 Kingsway in Cardiff, and let us help you build a secure financial future.
Photos
Location & Phone number
2 Kingsway, Cardiff CF10 3FD, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I had spare income and savings and wasn't sure what to do with my money. I sat down with Chris and ran through the options available and we have now invested my money, which is going to work harder for me than sat in the bank. Whilst looking through my finances Chris also pointed out I was under insured on my mortgage and quickly replaced this with a suitable amount to cover my mortgage. Overall a great experience and would highly recommend."
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