About You

At Money Wise UK, we specialise in partnering with small to mid-sized financial planning practices, offering tailored solutions to support your growth and success. Whether you're just starting out or looking to take your established firm to the next level, we understand the unique challenges you face.

Our experience spans every aspect of running and growing a financial planning practice. We know your responsibilities go far beyond managing and advising clients. From navigating compliance and marketing to overseeing staff, financial management, and the daily demands of running a business, the pressures can be overwhelming.

Unlike some consultancies that focus on telling you what to do, we take a different approach. We prioritise listening and learning about you—your business, your goals, and your challenges. By truly understanding your needs, we identify ways to reduce your workload and help you focus on what matters most. If we can’t provide the solution directly, we’re happy to recommend alternative options to ensure you get the support you need.

Integrity is at the heart of everything we do. At Money Wise UK, we won’t take on work just for the sake of it. Your success matters to us as much as your clients matter to you. Our goal is to help your business thrive, empowering you to build a flourishing financial planning practice.