Expert Consultancy and Free Resources for Financial Planning Businesses
Money Wise UK® is more than a consultancy, it’s a hub for ideas, insight and practical tools that help financial planners deliver better client outcomes.
Founded by George Ladds — financial wellbeing author, behavioural money educator and experienced financial services professional — Money Wise UK® brings over three decades of industry expertise to firms looking to grow, adapt and operate with clarity and confidence.
Alongside tailored consultancy, you’ll find a growing library of free resources: fund-manager meeting notes, thought-provoking blogs, and engaging podcast conversations exploring the intersection of money, behaviour and long-term investing. For firms seeking structure, our store offers practical, compliance-ready templates designed to make running a financial planning business easier, more consistent and more effective.
Whether you need project-based support, strategic insight, or a long-term partnership, Money Wise UK® combines technical expertise with a genuine passion for helping advisers thrive — so you can focus on what matters most: your clients.
Please note: We are not currently adding to our core client base, but remain open to meaningful collaborations and partnerships that align with our mission.
Money and Meaning: Transform Your Relationship with Money and Build a Brighter Financial Future
What if the way you think about money is the very thing holding you back?
We work harder, earn more, and still lie awake worrying about bills, debt, or retirement. We compare ourselves to others, avoid money conversations, and silently wonder if we’ll ever feel “secure.”
Money and Meaning shows you how to break free from the myths, pressures, and anxieties that keep so many trapped in financial stress. You’ll discover how to:
- Redefine success so it’s no longer tied to comparison
- Create a money plan that works for your real life, not just a spreadsheet
- Talk about money in your relationships without conflict
- Build habits that create lasting financial freedom
This book blends real-world stories, psychology, and practical strategies you can apply today.
Services
CRP, Centralised Retirement Proposition: Retirement Planning Simplified®
Money Wise UK is one of the first consultancies to provide a comprehensive suite of templates for your Centralised Retirement Proposition (CRP®). We don’t just give you the framework—we also offer an ongoing update service, ensuring your proposition stays aligned with evolving regulation and industry best practice.
Resources: Free Fund Manager Notes, Thought Provoking Blogs
Discover Money Wise UK – your hub for insight and inspiration. Access free fund manager notes, engaging podcasts, and thought‑provoking blogs, plus practical paid templates designed to make financial planning simpler, smarter, and more effective.
Podcasts: Cutting Through the Noise of Financial Services
Tune in to the Money Wise UK Podcast – where we cut through the noise of financial services. Join us for in‑depth conversations with fund managers, industry leaders, and innovators, delivering insights and ideas to help you navigate the world of investing and financial planning.
Guiding Principles: Guided by a Moral Compass -The Golden Rule
My business is guided by a moral compass—the Golden Rule. I believe in treating others as I wish to be treated, creating an ethical and supportive partnership for mutual growth and success.
Explore: Hands-on, Collaborative and Grounded in Real Experience
Our work is hands-on, collaborative, and grounded in real experience. We support financial planning firms across compliance, client communication, operations, and financial management — always with a focus on practical delivery and better client outcomes.
Money Wise UK® Podcast: Unlock Your Potential. Amplify Your Impact.
Independent Thinking in Finance
The Money Wise UK® Podcast is your go-to resource for insightful financial discussions, emphasising the power of independent thinking in the finance industry. Designed to challenge conventional wisdom, it encourages listeners to explore innovative financial strategies and alternative investment perspectives, helping them stay ahead in an ever-evolving financial landscape.
No Personalised Financial Advice
While Money Wise UK® delivers valuable insights into financial trends and strategic planning, it does not provide personalised financial advice. Listeners are encouraged to consult a qualified financial planner for tailored guidance based on their unique financial goals and circumstances.