About Us

At Money Wise UK®, we specialise in supporting small to mid-sized financial planning firms, providing tailored consultancy solutions that drive growth and long-term success. Whether you're launching a new practice or aiming to scale an established firm, we understand the unique challenges financial planners face in today’s competitive landscape.

Our expertise covers every aspect of running and expanding a financial planning business. We recognise that your responsibilities extend far beyond client management and financial advice. The daily pressures can be overwhelming, from compliance and regulatory requirements to marketing, team leadership, and financial oversight.

A Personalised Approach to Consultancy

Unlike traditional consultancies that tell you what to do, we take a different approach. We listen first—understanding your business, ambitions, and challenges. This enables us to provide practical solutions that reduce your workload, helping you focus on what truly matters. If we don’t offer the specific support you need, we’ll connect you with the right experts to ensure you get the best possible guidance.

Integrity & Ethical Leadership

Integrity is at the core of Money Wise UK®. We don’t take on work for the sake of it—your success matters to us as much as your clients matter to you. We aim to help you build a thriving financial planning practice, providing the strategic insights and operational support needed to enhance efficiency and client satisfaction.

Guiding Principles

The Golden Rule

At Money Wise UK®, our business is guided by a simple yet powerful principle—the Golden Rule:

"Treat others as you wish to be treated."

This ethos shapes our approach to consultancy, client relationships, and business ethics, fostering a collaborative, transparent, and results-driven partnership. We believe in working with integrity, ensuring that your growth, success, and long-term sustainability remain our top priorities.

Frequently Asked Questions

How are you embedding Consumer Duty into your business practices?

We’re committed to making Consumer Duty a core part of your operations, not just a policy. This includes updating your processes and integrating duty-related considerations into your client interaction.

What steps do you take to avoid a "tick-box" approach to Consumer Duty?

We ensure meaningful implementation by measuring outcomes, listening to client feedback, implementing vulnerability guidelines and making continuous improvements based on insights to maintain high standards and truly serve our clients’ best interests.

How do you address the latest FCA guidance?

We closely monitor all updates from the FCA, adapting our practices and strategies to align with regulatory guidance and enhance the services we provide to our clients.

What does ESG mean for your clients?

ESG (Environmental, Social, and Governance) factors guide us in making socially responsible investment decisions, balancing financial performance with ethical considerations. We’re here to help clients understand how ESG fits into their business and esnuring compliance with anti-greenwashing rules.

How do you prepare for a successful retirement sale?

We provide comprehensive guidance on preparing for a business sale, from enhancing business value to navigating the sales process. We ensure you’re informed about all steps, maximising your outcomes.

How do you stay responsive to changing investment options?

Through our partnership with QuantQual our investment propositions are designed to adapt to market shifts, allowing us to offer you diverse, updated options aligned with your business options. This enables you to focus on the core elements of financial planning.

How do you articulate your services and address questions about fees?

We help you prioritise transparency in your fee structure, ensuring your clients understand the value of your services and how you support their financial goals.

How do you stay compliant without getting bogged down?

Working alongside your external compliance adviser, we ensure you maintain efficient, streamlined processes to stay compliant whilst you can focus on client service and business growth.

How do you manage your client communications and digital presence?

By dedicating time to strategic planning and leveraging technology, we ensure your website and client communications reflect your core values and remain aligned with your client needs.

How do you respond to the FCA Thematic Review?

We’ve developed groundbreaking documentation tailored to meet FCA Thematic Review standards. We work closely with you to implement these tools in your business, ensuring retirement planning and reporting are fully compliant and focused on delivering the best possible outcomes for your clients.

How Much Do You Charge

My daily rate is £420.