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5b Clifton Court, CB1 7BN Cambridge, CAMBRIDGESHIRE  Show map  Hide map

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Business profile

In Bath 1997 Money Wise was born and now has offices in Bournemouth We are proud to be the "Official IFA" for Bath Rugby and the preferred adviser for a number of law and accountancy firms across the South of England We act for Private Clients, Trustees and Employers, advising on c£300m of investments of which c£100m is managed by us on a 'discretionary' basis Our staff enjoy a great working environment and our investment in technology ensures clients receive the best possible advice and services In conjunction with our chosen wrap platform we manage 5 risk rated discretionary investment portfolios that have consistently outperformed our piers and the relevant benchmarks

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