• Pensions
• Investment
• Protection
• Mortgages
• Insurance
• Inheritance Tax
• Equity Release
• Long Term Care

Advice Wise Independent Financial Advice

We offer all our clients truly Independent Financial Advice free from conflicts of interest often associated with advice from large banks, building societies and product providers.
Independence allows us the freedom to use our expertise and innovative thinking to research the whole of the market for the best financial solutions.

Call 0121 647 5098 for a no obligation initial consultation.

Personal Financial Planning & Advice

Retirement and pension planning

Investing for capital growth or income

School fees planning

Tax planning and mitigation*

Protection against critical illness

Income protection

Inheritance planning

Long-term care

Family protection life assurance

Business & Corporate Financial Advice

Employee benefits implementation and management,
Flexible employee benefits menu systems,
Group and Executive Pension schemes,
Group income protection,
Group Private Medical Insurance,
Group death-in-service and dependants benefit schemes,
Partnership and directors share protection,
Key person business protection,
Advice for your employees if required.