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Money Wise

Kitchen & Bath Supplies & Services
Midland House, BH2 5QY Bournemouth, DORSET  Show map  Hide map

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Bath qualifications Financial advisers working environment portfolios Investment Portfolios Consumer Credit License Portfolio Managers Discretionary Investment Portfolios

Business profile

In Bath 1997 Money Wise was born and now has offices in Bournemouth, Cambridge and London 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 more than £300m of investments of which over £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 Help is available towards helping our advisers achieve higher qualifications, including study days, training, study material and examinations

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