At Wise Wealth Management, We provide friendly face to face financial advice to individuals, families and businesses, helping them make the right decisions about their future.
We are passionate about helping new and existing clients manage and achieve their financial goals and ambitions by putting plans in place which could be to purchase their first home, ensuring they are covered for the unexpected and helping them retire early. Where we can really add value is with regular reviews and building long term relationships with our clients to give them a real peace of mind.
I provide financial advice to individuals and businesses in and around the Cardiff and Bristol areas. My advice is tailored to meet your personal and/or business objectives for the short and long term.
Some of the advice and solutions I provide to my clients are Retirement Planning, Investment Planning, Protection Solutions, Income tax Planning, Estate planning and more…
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
After achieving my diploma in financial advice, I completed 2 successful years in a FTSE 100 company as a Financial Adviser. In 2020, I moved into St. James's Place Wealth Management as I believe it would be of a greater benefit to my clients using the solutions they provide.
As a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning.
Outside of my business, I am a keen golfer and currently working towards becoming a private pilot.
We offer an excellent wealth management service which will help you achieve your goals
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.