About Wise financial

About us

Wise Financial Consulting has over 20 years of experience in the financial sector and has a number of professional connections who are happy to recommend us. We were established specifically because we believed that people were simply becoming account numbers and sort codes and that personal service and pride had gone from the financial sector. It is our belief that everyone’s situation is different and therefore needs to be looked at in that manner and that one size does not fit all whether you are an individual or a company.

As a result we have built a company that is independent, ethical and service based. We take a holistic approach to individuals’ finances and fully assess the needs of companies and their employees in our dealings.

We are constantly monitoring your investments and the investment funds within them. Once a month we undertake a review of all funds and the appropriate recommendations are made. In addition, annually our clients’ situation is reviewed in full making sure that individuals make the most of their wealth whilst balancing their current situations and borrowing; also ensuring that companies are complying with any rule changes and proactively managing any future requirements.