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Money Wise IFA Ltd

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Money Wise IFA Ltd

Overview:

Money Wise Independent Financial Advisers Limited is one of the UK’s Top 100 performing IFA’s*. Our financial advisers have been working with clients for over 20 years, providing exceptional financial solutions over a wide range of services. Offices in Bath (01225 471100) and Bournemouth (01202 545135).

Relationships are key to the success of our business because year after year our clients entrust their money to our "safe hands" in order to build and grow their future financial security. We help our clients achieve financial emancipation through good financial advice that allows them to make the right choices. Keeping our promises, understanding our clients’ needs and, above all, going the extra mile and striving to exceed their expectations.

We work with individuals, families and business owners, delivering the same level of care and service throughout. The combination of exploiting modern technology and our many years of experience means that we provide personal, well researched and up to date financial advice. We welcome the opportunity to see if we can help you.

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