Securing a brighter future

Enjoying financial security enriches our lives in many ways. At WIS we believe in working together to help you achieve your financial goals and create the lifestyle you desire now and for the future.

Financial planning and wealth management at it’s best

At WIS Wealth we truly believe that financial security provides the foundation for a great life. That’s why we tailor our services to your individual requirements based on your needs and desired outcomes.

WIS Wealth provides trusted independent advice to individuals and businesses on all aspects of financial planning including investments, tax and estate planning, pensions and retirement and wealth management.

Great financial planning provides you with the freedom and security to enjoy your life and we are here to help you every step of the way.

About us

Premium Bonds from the NS&I

This video explains how the payment of annual Self-Assessment taxes can be better planned via the use of Premium Bonds.

A quick recap of why Premium Bonds:

Anyone can buy them
Backed by HM Treasury so your money is 100% secure
Monthly prize draw with prices from £25 to £1,000,000
All winnings are tax free.
Capital can be called within three working days.

Website: https://www.nsandi.com/premium-bonds

We hope this video provides true value to you. If you do win a prize, please do let us know!

Will consulting an IFA actually grow your wealth?

According to research conducted by Vanguard, the world’s biggest mutual fund management group, individuals who take independent financial advice grow their wealth more quickly than those who go it alone.

Vanguard looked at financial markets in North America, Australia and the UK over a decade. They concluded that independent financial advice could help you grow your wealth by an average of 3% per year compared with those that invest without advice.

Who we are

An experienced independent financial advisor who takes pride in our customer-led focus.

About

What we offer

Achieve the financial freedom you deserve, that’s why we offer financial planning uniquely tailored to your situation.

Services

A brighter life

We want to help you achieve a level of financial security that provides you with the freedom to pursue a full and rich life.

Contact

Are we right for you?

We believe we offer the best independent financial advice available for every individual and business. But we don’t expect you to believe us without getting to know us a little better. That’s why we offer a free introductory meeting so you can find out if we are the right advisors for you. Just give us a call to arrange a discussion.

Make an appointment

Latest News and Opinions

What can I do with my pension pot?

10th July 2020 | Retirement

Pension freedoms introduced in 2015 have changed the rules for cashing in your pension.

Will consulting an IFA grow your wealth?

30th March 2020 | Financial Advice

According to research conducted by Vanguard, a large mutual fund management group,

Private Medical Insurance

23rd January 2020 | Protection

Private Medical Insurance provides access to high-quality private medical facilities.

Want to see how WIS Wealth can help you?

Schedule a free no-obligation chat with an independent financial adviser and let us help you achieve the financial freedom you deserve.

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WIS Wealth is a trading name of WIS Contractor Mortgages Ltd which is authorised and regulated by the Financial Conduct Authority (FCA).
The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future.
The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Tax and Trusts.
Firm reference number 824411. To verify WIS Contractor Mortgages Ltd status please visit the FS Register - https://register.fca.org.uk.
WIS Contractor Mortgages Ltd is registered in England and Wales registration number 11496588. Registered Office: 4 Imperial Place, Borehamwood, WD6 1JN.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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