Wise Financial Consulting

Personal Advice

Personal Advice

Providing small to medium sized companies financial solutions making them financially fit for now and the future.

Wise Financial Consulting help to balance the needs of the company and the employee providing full and in depth support for all employee benefits.

Corporate Advice

Corporate Advice

Providing individuals with personal financial solutions for now and the future.

From large to small investments, planning for your retirement or helping secure your home Wise Financial Consulting can help.

Client Portal

Client Portal

View all your finances, including your up-to-date portfolio valuations, in one place 24/7 – anywhere, on mobile or web device

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Professional Team

Gavin Wise Independent Financial Adviser and Managing Director

Gavin Wise

Independent Financial Adviser and Managing Director

Gavin founded Wise Financial Consulting in 2007 having previously had a long and successful track record within the banking sector since 1995.

Andrew Coward Independent Financial Adviser

Andrew Coward

Independent Financial Adviser

Andrew has joined the Wise Financial team as an Independent Financial Adviser following continued expansion and brings with him many years of experience.

Mark Hodge Independent Financial Adviser

Mark Hodge

Independent Financial Adviser

Mark joined the Wise Financial team as an Independent Financial Adviser in 2014 to advise both Private and Corporate clients.

Helen Donkin Operations Manager

Helen Donkin

Operations Manager

Helen is responsible for the day to day running of Wise Financial Consulting and ensures that the client experience is a smooth one.

Claire boarder Customer Service Manager

Claire Boarder

Customer Service Manager

Claire deals directly with clients and intermediaries to ensure high customer service levels are maintained.

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