Independent Financial Advice in Wimbledon, Surrey and Sussex
Finding independent financial advice is essential when making important financial decisions. You need someone you can trust to advise you impartially.
We will always endeavour to give you the right advice. Advice driven by your needs and not our own. At a profit - if we can. At a loss - if we must. But always the right advice.
We aim to succeed as a financial advisory service by focusing upon our core values: integrity, expertise, care and a total dedication to customer service.
We understand that in helping our clients achieve their financial objectives it is important that:
They trust us
They are treated as an individual and their needs are understood
We are experts in our field
We operate fully within the remit prescribed by The Financial Services Authority
Our recommendations, including costs, are clear and simply presented
With us, our clients financial objectives are more achievable
In return, we ask our clients to be open and honest with us about their current financial situation, aims and aspirations.
It is our firm belief that the better informed we are as advisers about our clients circumstances and needs the more readily achievable their objectives become.
Investwise Group has grown largely through introductions from our existing clients to new clients. We advise clients across London, South West London, Surrey and our home county of Sussex.
We are happy to arrange weekday appointments at your home or place of work.
Our financial advisers have a wealth of experience in:
For online quotes for life assurance, mortgage protection, income protection and annuities, please visit out website.
Investwise Group is a trading name of Investwise Asset Management Ltd
(Registered in England & Wales No. 5668697) & Investwise Mortgages Ltd
(Registered in England & Wales No. 5636720), appointed representatives of
Mint Financial Services Ltd which is authorised and regulated by the
Financial Services Authority. Mint financial Services Limited is entered on
the FSA register (http://www.fsa.gov.uk/register/) under reference 217742.
* Your home may be repossessed if you do not keep up repayments on your mortgage.
Web page for Investwise Group Independent Financial Advisers Wimbledoncreated by Wimbledon Visitor