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.
7 Chapel Row
Areas Served: Bath and surrounding areas, Bournemouth, Cambridge, London
Services Offered: Investment advice, Pension advice, Life Cover Advice, Employee Benefits, Auto-Enrolment advice, Divorce and Pensions Sharing, Personal Injury Settlement Advice, Court of Protection Awards, Mortgages, Cash Flow Forecasting