Wealthwise specialises in independent financial planning for individuals and businesses. We work closely with a number of professional connections and associates; such as accountants, solicitors, and other professional advisers. Our aim is to 'inform and advise' in partnership with you.Inform
In a sector faced with constant legislative reforms, and in a world where our clients’ circumstances can quickly change; our expert team keep up to date with all the latest legislation, in order to provide the highest standards of support.
We are able to offer completely independent advice. With us, you will always get get the whole picture as we never make deals to promote certain providers, and are totally unbiased in our approach. We are also pension transfer specialists, which means we can advise on any pension contracts that you may hold.
The idea of partnership is central to the way we do business. From the way we work with each other, to professional advisers, and even you! Our close-knit team is more like a family, and that's exactly how we treat our customers too. Don't believe us? Check out our testimonials