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Money Wise
IFA LTD.

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Cary Independent
Mortgage Services

Money Wise Independent Financial Advisers LTD.

Address: 7 Chapel Row, Queen Square, BATH BA1 1HN
Telephone: (01225) 471100
Fax: (01225) 471199
E-mail: enquiries@money-wise.co.uk
Visit our Web Site: www.money-wise.co.uk
Contact: Malcolm Coury BSc ALIA(dip) MSFA, (Pensions, Group Business, Investments, Taxation & Trusts), David Underwood FPC CeMap (Bridge), (Mortgages, Health Insurance, Protection), Steve Thornton BSc MLIA(dip) CeMap (Bridge), (Life Assurance, Mortgages, Savings and Investments), Ed Hockey MLIA(dip), FPC, CMS (One of the UK�s leading Specialist Mortgage Advisers).

General information
Money Wise is the Official IFA and a sponsor of Bath Rugby. Based in Bath and with offices in Poole, Dorset our team of experienced, professional advisers are happy to work on a fee and/or commission basis. We are used to dealing with a wide variety of clients including corporate, retired and high net worth individuals. Experience of complicated pension issues and products (Income & Corporation Taxes Act 1988 and subsequent amendments), pension sharing and divorce (Welfare Reform and Pensions Act 1999) Inheritance tax planning (Inheritance Tax Act 1984), trustee investments (Trustee Act 1925 through to Trustee Act 2000) work actively with other professionals (Legal and Accountancy) and look after an increasing number of money-purchase occupational schemes, group pension schemes (including stakeholder), group life and group PHI.

Areas of Advice include:

Pensions (Personal, Stakeholder, Occupational, Draw Down, SIPP and SSAS)
Inheritance Tax Planning (Use of trusts for mitigation and provision)
All types of life assurance/insurance, including critical illness, permanent disability, terminal illness, key man, shareholder protection and group life).
Investments (Unit Trusts, PEPs, ISAs, OEICs, Bonds and Offshore)
Mortgages (Residential, Buy-to-Let, Commercial)
Retirement Planning (Investment for income, Long Term Care)
Long-term healthcare (Income Protection, Private Medical Insurance)

Authorised and Regulated by the Financial Services Authority
Members of AIFA, IFA Promotion, the Society of Financial Advisers (SOFA)
and the Life Insurance Association (LIA).

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