Wise Investments has been providing a full range of Financial Advice since 1990 and has numerous clients both in the South East of England and throughout the UK. To cater for different clients' needs we offer a fully Independent Whole of Market Service. Andrew Dawborn t/a Wise Investments is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk). The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Services
About us
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Wise Investments has been providing a full range of Financial Advice since 1990 and has numerous clients both in the South East of England and throughout the UK. Andrew Dawborn CertPFS, who has been involved in financial services since 1979, is the principal. Wise Investments will give you the benefit of an individual and personalised service; to cater for different clients' needs we offer both a fully Independent Whole of Market Service.
Our Services
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We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further. The Financial Conduct Authority does not regulate National Savings. There are many types of life assurance policies, all with different features and benefits.
Advice Process
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We offer an initial meeting to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side. During our initial meeting we will listen to your needs and look at your situation. By gathering information from you we are able to adapt our advice process based on your financial plans for the future.
Our Fees
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On receiving an enquiry, we will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side. After the initial consultation we will discuss payment options to cover the costs of our services and will not charge anything until an agreement in writing has been reached.
Reviews (1)
Luke Terzino
May 06, 2021
