Helping financial planning firms turn ideas into better client outcomes

Money Wise UK® provides independent consultancy, research and practical resources for financial planning firms.

I work with firms across retirement planning, investments, compliance, operations and client communication, helping turn regulation, ideas and strategy into practical solutions that work for the business and its clients.

Consultancy | CRP® | Investment Research | Compliance | Marketing & Communication

How Money Wise UK Can Help

Every firm is different. My role is not to arrive with an off-the-shelf answer, but to understand the business, identify the challenge and help develop something that works in practice.

Retirement Planning

Helping firms develop, review and strengthen their approach to retirement and decumulation, including the Centralised Retirement Proposition (CRP®).

Investment Research

Independent fund reviews, investment proposition support and input into investment committees and governance.                                                                                                 

Consultancy

Support across compliance, operations, governance, propositions and business development.                                                                                                             

Communication and Marketing

Helping financial planning firms explain complex ideas simply, demonstrate value and communicate more effectively with clients.

Why Money Wise UK

Money Wise UK was created after more than 30 years working in financial services.

Over that time, I have worked across investments, compliance, operations, client communication and the development of financial planning propositions.

That experience shapes how I work today.

The focus is not simply on what a regulation, process or investment solution says. It is on what it means for the firm, how it can be implemented and, most importantly, whether it helps deliver better outcomes for clients.

Independent

Money Wise UK does not manufacture products or provide personal financial advice. The focus is on helping firms think, challenge and develop their own proposition.

Practical

Ideas have to work outside the meeting room. Recommendations are designed around how financial planning firms actually operate.

Collaborative

I work alongside firms and their existing teams rather than trying to replace what already works.

Free Resources

Money Wise UK has developed a growing library of research, guides, tools and practical resources.

Everything is designed to provide a useful starting point for further research, discussion or development within financial planner firms, and individuals looking to explore the investment world.

Fund Research

Independent reviews of funds, investment trusts, model portfolios and retirement solutions.

Planning Tools

Practical tools and calculators designed to support financial planning.

Guides & Downloads

Briefing papers, compliance updates, retirement material and other downloadable resources.

Money Wise UK Podcast

Conversations with investment professionals, financial planners and other people with interesting perspectives on financial services.

30,000+ downloads and growing

Latest Thinking

Insights

Getting the Balance Right

11 Oct 2026 14:45

I recently sat down with someone who was thinking about buying their first home. It took me back to buying my own in the early 1990s, when the mortgage and endowment payments swallowed nearly half my take-home pay. There was not much left over.

Read more »

Podcasts

Could Money Wise UK help your firm?

You may have a specific project that needs an independent pair of eyes, or you may want someone to work alongside the business on an ongoing basis.

Either way, the starting point is a conversation about what you are trying to achieve.