Business Details
36 Years
experience
Trusted Financial Advisers in Haywards Heath
Wise Investments has been delivering comprehensive financial advice since 1990, serving clients across the South East of England and the wider UK. Our principal, Andrew Dawborn, brings over four decades of industry expertise to provide tailored solutions through an Independent Whole of Market Service. We prioritise personalised consultations, offering both fee-based and commission-based remuneration models to suit diverse client needs. Regulated by the Financial Conduct Authority, our practice combines deep regulatory compliance with a commitment to client-centric service. We specialise in investment strategy, pension planning, and mortgage advice, ensuring alignment with evolving market dynamics and client objectives.Our approach integrates risk management, ESG considerations, and long-term financial independence planning. With a focus on transparency, we provide clear cost breakdowns and maintain adherence to UK regulatory standards. Our team delivers expert guidance on life protection, corporate financial planning, and inheritance tax strategies, addressing both individual and business client requirements. Through regular portfolio reviews and cashflow forecasting, we help clients navigate complex financial landscapes. Our dedication to ongoing education and regulatory compliance ensures clients receive informed, future-ready advice.
Services
Investments
Life Protection
Pensions
Mortgages
Retirement Planning
Corporate Taxation
Details
- Year established: 1990
Highlights and features
- We have over 30 years of experience in financial advisory services.
- Our team holds FCA authorisation and regulatory compliance expertise.
- We offer personalised Independent Whole of Market solutions.
- We provide no-charge initial consultations for all clients.
- Our investment strategies integrate ESG factors and risk management.
Associations and certifications
- Financial Conduct Authority
Services
Investments
Our investment strategy focuses on understanding client goals and risk tolerance to create diversified portfolios. We offer flexible options across asset classes, prioritising long-term growth and risk management. Services include ESG integration, ISA management, and portfolio reviews to align with changing financial objectives.
Pensions
We provide comprehensive pension advice covering drawdown options, annuity purchases, and tax-efficient strategies. Our expertise includes phased retirement planning and inheritance tax mitigation through pension wrappers. We help clients maximise retirement income while navigating complex regulatory frameworks.
Life Protection
Our protection services include term assurance, critical illness cover, and family income benefit policies. We tailor solutions to safeguard dependants against financial risks from death or serious illness. We explain policy nuances and help clients choose appropriate coverage levels and terms.
Mortgages
We advise on mortgage types including repayment, interest-only, and buy-to-let options. Our guidance covers variable, fixed, and capped rate structures tailored to individual circumstances. We explain associated risks and help clients navigate competitive market offerings.
Corporate Taxation
Our corporate services include pension scheme design, shareholder protection, and key person insurance. We assist businesses with tax-efficient financial planning, employee benefits strategies, and succession planning. We provide cashflow forecasting and investment advice to support business growth objectives.
People
Andrew Dawborn
Principal Adviser
Andrew Dawborn, CertPFS, has worked in financial services since 1979. He specialises in investment strategy and retirement planning, combining decades of experience with FCA-regulated expertise to deliver tailored financial solutions.
Questions
What financial services do you offer?
We provide investment advice, pension planning, mortgage guidance, life protection, and corporate financial solutions.
How are your services regulated?
We are authorised and regulated by the Financial Conduct Authority under registration number 627978.
Do you offer no-obligation consultations?
Yes, we provide initial no-charge consultations to assess your financial situation and objectives.
What areas do you serve?
We primarily serve clients in the South East of England and throughout the UK.
How do you charge for advice?
We offer both fee-based and commission-based remuneration models, discussed fully before any transactions.
