MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD - Bath

Okay, here’s a detailed description of “MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD,” presented in a formal and approachable manner, suitable for someone considering their financial planning options.

Introduction to MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD

For individuals seeking a trustworthy and experienced partner in managing their financial well-being, MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD presents itself as a compelling choice. Located in the historic city of Bath, United Kingdom, at Alexander House, James St W, BA1 2BT, this firm offers a comprehensive suite of financial services designed to cater to diverse needs. Their dedication to client-centric advice is evident, and they’ve cultivated a strong reputation for long-term relationships built on trust and transparency. The firm’s commitment to providing personalized solutions is a cornerstone of their approach.

Specializations and Services Offered

MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD operates across several key areas of financial planning. Primarily, they function as a highly regarded financial planner, assisting clients in creating and implementing robust financial strategies. Furthermore, they are a recognized Health insurance agency, navigating the complexities of healthcare coverage options. They also provide valuable Investment service support, helping clients grow their wealth strategically, and act as a Life insurance agency, ensuring families are protected.

Location and Contact Information

The company’s address is Alexander House, James St W, Bath BA1 2BT, United Kingdom. Clients can easily reach them by telephone at 1225471100. While they currently do not have a dedicated website, this direct contact point facilitates immediate communication. The firm also indicates the presence of a restroom on-site, demonstrating a consideration for client comfort.

Client Testimonials & Reputation (Implied)

MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD currently holds four reviews on Google My Business, all receiving an impressive average rating of 5/5. These reviews, though not explicitly detailed here, strongly suggest a consistent pattern of exceptional service. Several accounts highlight a dedicated advisor – specifically, Duncan McKillop – who has maintained a long-standing relationship with clients, offering regular, in-depth reviews over the phone and, occasionally, in person. It appears that clients appreciate the thoroughness of the advice provided, the clear explanations of complex financial concepts, and the prioritization of their best interests when recommending changes or investments. The consistent praise points to a firm that values building enduring relationships and prioritizing client satisfaction.

Key Characteristics & Why Consider Them

• Experienced Advisors: The firm’s longevity and the highlighted experience of advisors like Duncan McKillop suggest a deep understanding of the financial landscape.
• Personalized Approach: The emphasis on one-on-one consultations and tailored strategies indicates a commitment to meeting individual client needs.
• Comprehensive Services: The range of services – from financial planning to insurance – allows clients to consolidate their financial management with a single provider.
• Client-Focused Values: The positive feedback strongly implies a commitment to prioritizing client interests above all else.

👍 Reviews of MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD

Maureen C.

5/5

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.

John R.

5/5

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.

Richard A. H. V.

5/5

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.

Douglas M.

5/5

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 ?