Welcome to Money Wise UK®: Expert Consultancy and Free Resources for Financial Planning Businesses
Money Wise UK® is more than a consultancy — it’s a hub for ideas, insights, and practical tools. Founded by George Ladds in 2024, with over three decades of experience in financial services, I help financial planning firms grow, adapt, and deliver better client outcomes.
Alongside tailored consultancy support, you’ll find a library of free resources — including fund manager meeting notes, thought‑provoking blogs, and engaging podcasts — plus a store of practical, paid templates designed to make running a financial planning business easier and more effective.
Whether you need project‑based support, an ongoing partnership, or strategic insight to take your firm to the next level, Money Wise UK® combines industry expertise with a passion for helping financial planners thrive.
Please note: We are not currently looking to add to our client base, but remain open to meaningful collaborations and partnerships that align with our mission.
Services
Resources
Discover Money Wise UK – your hub for insight and inspiration. Access free fund manager notes, engaging podcasts, and thought‑provoking blogs, plus practical paid templates designed to make financial planning simpler, smarter, and more effective.
Podcasts
Tune in to the Money Wise UK Podcast – where we cut through the noise of financial services. Join us for in‑depth conversations with fund managers, industry leaders, and innovators, delivering insights and ideas to help you navigate the world of investing and financial planning.
Guiding Principles
My business is guided by a moral compass—the Golden Rule. I believe in treating others as I wish to be treated, creating an ethical and supportive partnership for mutual growth and success.
Explore
Our work is hands-on, collaborative, and grounded in real experience. We support financial planning firms across compliance, client communication, operations, and financial management — always with a focus on practical delivery and better client outcomes.
Money Wise UK® Podcast: Unlock Your Potential. Amplify Your Impact.
Independent Thinking in Finance
The Money Wise UK® Podcast is your go-to resource for insightful financial discussions, emphasising the power of independent thinking in the finance industry. Designed to challenge conventional wisdom, it encourages listeners to explore innovative financial strategies and alternative investment perspectives, helping them stay ahead in an ever-evolving financial landscape.
No Personalised Financial Advice
While Money Wise UK® delivers valuable insights into financial trends and strategic planning, it does not provide personalised financial advice. Listeners are encouraged to consult a qualified financial planner for tailored guidance based on their unique financial goals and circumstances.