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MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD

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Bath, United Kingdom

Financial planner· Investment service· Health insurance agency· Life insurance agency

MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD Reviews | Rating 5 out of 5 stars (4 reviews)

MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD is located in Bath, United Kingdom on Alexander House, James Street West, City Centre. MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD is rated 5 out of 5 in the category financial planner in United Kingdom.

Address

Alexander House, James Street West, City Centre

Phone

+44 1225471100

Amenities

Toilets

Open hours

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Richard and Heather Vine

Craig Chapman has dealt with our financial affairs in a most efficient and friendly way for some time now. Last night I emailed him with an important query regarding an investment which Money Wise do not handle. I had a full and very helpful response from him first thing this morning. First class service! Thank you.

J

John Rutherford

A really helpful group of people who know their job well but most importantly, really value their customers and go out of their way to tailor their service to individual requirements. My wife and I have been on their books for over twelve years, now live a long way from Bath but still receive the same care and attention as when we first asked their help. I'm very happy to recommend Malcolm and his team to anyone needing personal financial help at any level.

M

Maureen Chatterley

Duncan McKillop has been my Financial Advisor for over 20 years through both good and bad financial times. He has reviewed my financial situation with me over the phone and at least once a year in person. He has patiently explained my standing in clear terms along with my options for the future. I have always felt that any changes and investments he has recommended to my portfolio have been with my best interests as the priority. Long may this continue.

D

Douglas Mccall

Whenever I visit Moneywise I am received by a relaxed and professional reception team who after inviting me to have a coffee .pass me on to Bob C. for what is always a friendly and highly professional discussion.Never rushed always comfortable and invariably I leave knowing an old and respected friend will do all the donkey work, what more could you ask ???

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