At Moneywise, we add a special ingredient to everything we do -good, honest service. So whether you're a business or a personal customer, we pride ourselves on taking time and trouble to get to know you and your needs, so we can recommend insurance products that you need and understand. Whether you're a business or personal customer, you'll find we're easy to work with.Plain speaking, we offer a wealth of knowledge that so often helps to de-mystify the insurance business. If and when you need to make a claim our experienced team are always on the spot to react quickly to your needs.
Services
About
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In March of 1978, Moneywise Investments was formed by husband-wife team Pankaj and Shashi Adatia and the company has continued to flourish over the decades. While Pankaj and his team specialise in Investments, Life Insurance and all sectors of Financial Services, Shashi's expertise lie in the General Insurance sector including Car, Home and Business Insurance just to name a few. Our positive reputation has enabled us to not only keep our loyal clients but to expand our client base massively through recommendation.
Testimonials
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Having dealt with you for over 10 years, I would have no hesitation in recommending your services. It isn't often that you will encounter a brokerage that constantly puts the client's interests first. You actively seek out the most suitable and competitive insurance solution at each renewal stage and in the majority of cases is able to deliver exceeding my expectations. I have always found everyone at Moneywise very efficient, courteous and helpful. You make every effort to meet your client's requirements.
Personal
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Toby has a hard earned reputation with our customers for going above and beyond to help them, whatever their needs. Having gained a great deal of experience over the last 15 years, Toby brings a high level of commitment to excellence to all of the work which he undertakes. His track record and the demand from our customers to work with him again speak for themselves.
Motor Insurance
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Reviews (5)
Ketan Mistry
Jan 27, 2021
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!
Hjm Jassi
Nov 03, 2019
Reema Patel
Apr 16, 2017
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
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
