Business Details
48 Years
experience
Expert Financial Advisers in London
Established in 1978, Moneywise Investments has built a reputation for delivering tailored financial solutions through a client-centric approach. Founded by Pankaj and Shashi Adatia, our team combines decades of expertise in investments, life insurance, and general insurance sectors. We prioritise open communication, offering plain-speaking advice to demystify financial services for both personal and business clients.Our multilingual team ensures clear policy updates and competitive quotes, supported by recognition as finalists in the UK Claim Excellence Awards. With FCA regulation and a focus on long-term relationships, we provide honest, consistent service that adapts to evolving client needs.
Services
Personal Motor Insurance
Home Insurance
Health Insurance
Travel Insurance
Commercial Fleet Insurance
Liability Insurance
Professional Indemnity
Financial Services
Pensions
Inheritance Tax Planning
Details
- Year established: 1978
Highlights and features
- We offer over 45 years of combined experience in financial services and insurance.
- Our team provides tailored advice aligned with FCA regulatory standards.
- Multilingual support ensures clear communication for diverse client needs.
- Recognised as finalists in the UK Claim Excellence Awards.
- Personalised policy updates and competitive quotes delivered directly to clients.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Quick claims handling
Personal service
Competitive quotes
Compassionate staff
Services
Financial Planning
Our financial planning services help clients achieve long-term goals through strategic investment and risk management. We assess individual needs to create customised plans covering pensions, tax efficiency, and estate planning. With FCA-regulated expertise, we ensure solutions align with your financial objectives and risk tolerance.
Insurance Broking
We provide comprehensive insurance solutions for personal and commercial clients, including motor, home, and liability coverage. Our approach focuses on competitive quotes and policy clarity, ensuring you receive tailored protection. Multilingual support helps clients understand policy changes and select optimal coverage options.
Investment Management
Our investment management services combine market expertise with personalised strategies to grow your wealth. We offer diversified portfolio options and regular performance reviews. Clients benefit from transparent fee structures and advice aligned with FCA guidelines for regulatory compliance and risk mitigation.
Tax Planning
We specialise in inheritance tax planning to protect your assets and ensure efficient estate transfer. Our strategies focus on legal tax reductions through trusts, gifting, and investment vehicles. Clients receive ongoing guidance to adapt plans to changing legislation and personal circumstances.
Wills & Estate Planning
Our wills and estate planning services ensure your wishes are legally documented and tax-efficient. We guide clients through creating clear wills, setting up trusts, and appointing executors. Regular reviews keep plans updated with life changes, providing peace of mind for you and your family.
People
Pankaj Adatia
Founder
Pankaj Adatia co-founded Moneywise Investments in 1978, bringing decades of expertise in investments and life insurance. He leads a team focused on delivering FCA-compliant financial solutions tailored to client needs.
Shashi Adatia
Founder
Shashi Adatia, co-founder of Moneywise Investments, specialises in general insurance sectors including car and home coverage. Her client-focused approach has earned recognition through industry awards and loyal customer referrals.
Questions
What services does Moneywise Investments offer?
We provide financial advice, insurance solutions, pensions, tax planning, and wills for individuals and businesses.
How does Moneywise differ from online insurance brokers?
We offer face-to-face consultations, multilingual support, and tailored policy updates unavailable through automated platforms.
How do I make an insurance claim?
Contact our team directly via phone or email, and we'll guide you through the process promptly.
Are your financial advisors FCA-regulated?
Yes, all our advisors adhere to strict FCA guidelines for transparent, client-focused advice.
Can I get multilingual support?
Our team includes multilingual advisors to assist with policy explanations and updates in your preferred language.
Reviews (4)
Ketan Mistry
Jan 27, 2021
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My Family have been using Moneywise before I was born. Great service all the way. Got a great deal. Pooja was amazing and helped me understand all the quotes they provided to me. Great family business and great advise. They know what they are talking about and it's great to know that they are giving the best deals, advise and help you save money where they can. Big shout out to Pooja for everything that she has helped me with and thank you Moneywise!
Reema Patel
Apr 16, 2017
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I write this review on behalf of my dad. My parents have been dealing with Pankaj at Moneywise for their financial planning for over 15 years. He always has his clients' best interest in mind when making recommendations. Investments can be very daunting and he makes it simple to understand and most importantly he has made my parents more money than they ever could have made even if they had invested in property.
Reema Shah
Apr 09, 2017
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I have been dealing with Shashi at Moneywise for the last 10 years and my parents have dealt with her for over 25 years. She deals with our car, home and business insurance and travel when we go away. The best thing about dealing with her is how helpful she is if you face a claim. She always goes out of her way to make this as stress free as possible. Great service and a lovely family business. Thank you
Elliott Levy
Nov 02, 2016
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Pankaj is truly an expert in his field! He helped me plan my finances to cover inheritance tax liabilities that my family would face in the future. For anything to do with money, wills and tax planning, Pankaj and his daughter, Pooja are fantastic. Highly recommend.
