Financial Advisor: Putting You First
A financial advisor that helps you to put some structure to your finances and organise your life in order to achieve those short, medium and long term life dreams, whether that is early retirement, selling your business or just putting enough aside to put your kids through college. We don’t push products, we just focus on your life, your dreams and your family security.
Investwise are passionate about taking a holistic approach to our clients’ finances, through comprehensive financial planning, cash flow and investment analysis.
Using world class analysis and modelling software, we are in a position to give completely impartial
advice on all aspects of your finances using the in-house expertise of our CFP qualified advisors and a
very strong panel of partner advisors in accounting and tax.
Fee based financial advisor
We offer our clients fee-based financial planning, pension and investment advice. Being ‘fee-based’
sets us apart from most financial advisors. We are passionate about representing our clients’ best
interests at all times and make the following guarantees.
Promises to our clients:
- Clients will come away from our initial financial planning process with a clear understanding of their current financial position, along with a comprehensive plan to help them achieve their life goals and dreams.
- We will always strive to maintain the highest standards of education, knowledge and expertise and
constantly develop and improve our service to clients.
- We will always put our clients’ interest ahead of our own.
- We will guarantee complete transparency on fees and remuneration. We will never take
any commissions without prior agreement with our clients and break down all costs and
charges associated with financial products.