02922 644 817

About Us

At Wise Wealth Management, we understand that your wealth is more than just numbers on a balance sheet. It represents your aspirations, dreams, and the security of your loved ones. Our holistic approach to wealth management goes beyond spreadsheets and investments; it delves into understanding your unique financial goals and tailoring strategies that align with them.

Contact an Adviser

Your Partner in Planning

Our team of experienced financial advisers take the time to understand your life goals, risk tolerance, and preferences. Together, we chart a roadmap that outlines the steps needed to achieve your financial aspirations.

Crafting Your Retirement

Retirement is not just the end of a career; it’s the beginning of a new chapter. Our retirement planning services are geared towards ensuring that you enjoy your golden years without financial worries.
looking at view
family planning their inheritance

Preserving Your Legacy

Our inheritance planning experts work closely with you to create a comprehensive strategy that minimizes tax implications and ensures a seamless transfer of wealth to your heirs.

Why We Use Cashflow Modelling?

Cashflow modelling has been proven to provide better client outcomes, by personalising your own cashflow you can take control of your money like never before.
Visually project the value of your investments, pensions and much more, it can help to determine when you can afford to retire, how long will your savings last, if you can afford to leave a financial legacy to a loved one and what would happen if you became ill and unable to work. Utilising cashflow modelling alongside the help of a financial adviser will help deliver great results.

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Agree on-going reviews and bespoke communication

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Recommendations and implementing of plans

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Getting to Know you / Review Meetings

Our
Advice
Cycle

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Evaluation and analysis

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Planning Meeting & Cashflow Modelling

Some of Our Client Testimonials

Andrew, Client

I was looking to review my current pensions with a view of moving from my current provider and increasing its growth potential. Chris provided clear, professional, non-biased advice on all my pensions. We reviewed contributions and their potential growth and expected returns when compared to funds provided by St. James Place.
We were impressed with the St. James’s Place fund performance and made our minds up to move across to Chris.
Chris was personable, professional, knowledgeable and his style and delivery really put me and my wife at ease. I wish I had completed the review years earlier, thank you Chris.

Phil, Chartered Accountant

I have recommended Chris to a number of my clients after previously recommending them to a pension adviser who I actually went to school with.
The difference in the feedback that I have received is huge. I am constantly thanked by my clients for my recommendation and they all say the same thing.
Chris is very professinal and approachable whilst being extremely knowledable, nothing is too much trouble. He explains in detail the proposal that he makes and backs up his proposal with detailed projections showing the effect of his proposal on their retirement income.

Sue Thomas, Retired Client

Terminal illness made me rethink my retirement options and having worked for several employers in the healthcare industry – I needed to consolidate several pension pots earlier than originally planned.
Chris has been very personable and empathetic towards our current circumstances. He looked at my existing pensions and advised the best way forward to consolidate and invest.
The process was seamless and completed professionally and timely. Chris and his team kept me updated at all stages.

Cardiff Office:

3rd Floor, 2 Kingsway, Cardiff, CF10 3FD

Bristol Office:

SJP House, 2160, the Quadrant, Bristol, BS32 4AQ.

Monday: 9:00am to 5:00pm

Tuesday: 9:00am to 5:00pm

Wednesday: 9:00am to 5:00pm

Thursday: 9:00am to 5:00pm

Friday: 9:00am to 5:00pm