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Money Wise UK

George Ladds

Welcome to Money Wise UK, where I, George, share insights and expertise through my blogs. With a career spanning back to 1988, I bring a wealth of experience to the financial services industry. My journey includes roles in administration, technical support, marketing, PR, and product development across various insurance companies.


In the ever-evolving world of finance, I've played key roles in developing direct-to-consumer investment platforms and contributed significantly to the growth of firms like LWM Consultants. Witnessing the sale of LWM Consultants in November 2023 marked a turning point for me.

 

In February 2024, I ventured into a new chapter, launching my consultancy services under the Money Wise UK banner.

 

My diverse skill set sets me apart, covering portfolio construction, compliance (including consumer duty), client communication, and operational efficiency. My focus is supporting small to medium-sized financial planning practices by easing operational burdens.
 
Operating on principles of integrity and respect, I approach each client with an open mind, crafting tailored solutions to their unique challenges. Whether aiding established businesses or nurturing new ventures, I aim to alleviate pressure and foster growth.

With several clients benefiting from my services, my portfolio reflects a commitment to enhancing operational effectiveness and driving progress.
 
Join me on this journey towards financial success and peace of mind. My current fees for ad-hoc work are £385 per day, increasing to £420 per day on 1 January 2025. 

I invite you to connect with me on LinkedIn for a conversation, or send me a message. Let's explore how I can bring value to your financial planning practice and contribute to your success.

 

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