Welcome to the Money Wise UK Store

Money Wise UK is pleased to offer access to a selection of documents and services that we provide to other financial planning businesses. The templates available here are actively used by a range of firms. Please note that it is your responsibility to complete and tailor the templates to your business, and all documents must be approved by your compliance team before use.

As a thank you, we will donate 20% of your purchase fee to a registered charity of your choice.

Please be aware that these services are available exclusively to FCA-regulated businesses, with the exception of our podcast, which is open to all. If you need help completing or adapting these templates for your business, we can connect you with professionals who can assist with implementation.