At Money Wise UK, we’re more than just investment researchers — we’re a practical partner for financial planning firms who want to strengthen their operations, communications, compliance and client delivery.

We bring structure, clarity and insight across your entire business, working quietly in the background to help you focus on what matters most: serving your clients.

Founded by George Ladds, a long-standing industry practitioner, we understand how advice firms actually work — the day-to-day pressures, the shifting regulatory landscape, and the importance of balancing big-picture strategy with practical delivery.

Trusted Support Across the Business

Our role flexes to suit your firm — whether you need guidance on internal processes, external communications, governance or investment research. We bring a calm pair of hands, backed by deep industry experience, to support:

• Compliance & Risk Management
  Including Consumer Duty, CRP frameworks, fair value assessments and regulatory documentation.

• Operations & Governance
  From platform oversight and due diligence to internal committee support and risk reporting.

• Marketing & Client Communication
  Helping you articulate your value clearly, with compliant and compelling content, newsletters, websites and messaging.

• Investment Governance (where needed)
  Including fund monitoring, portfolio oversight, due diligence and tailored commentary.

Everything we do is designed to fit your firm's needs — no templates, no jargon, just practical support that works.

A Clear and Consistent Communication Style

Communication underpins everything we offer. We help ensure your team — and your clients — understand what’s happening, why decisions are made, and how you’re delivering value. That includes:

• Regular updates and bespoke reporting

• Communication templates for client use

• Adviser-ready talking points and summaries

• Board and committee-level insight when required

We bridge the gap between technical detail and clear explanation — giving you the tools to communicate with confidence.

A Practical Approach to Compliance

We believe compliance should empower advice, not block it. Our work supports firms in embedding the right culture, aligning processes with FCA expectations, and demonstrating clear client benefit. This includes:

• CRP documentation and governance support

• Platform and provider due diligence

• Risk mapping and review structures

• Ensuring evidence of fair value and good outcomes

We aim to be a steady hand — helping firms stay ahead of regulation without losing sight of real-world delivery.

Operational Oversight That Protects Your Business

Robust infrastructure supports great advice. We work with firms to review operational risks, enhance oversight, and improve decision-making across key areas such as:

• Platform relationships and service standards

• DFM and third-party oversight

• Exit fees, liquidity and legacy business reviews

• Business continuity and governance planning

We’re not here to create complexity — we simplify, clarify and help ensure nothing falls through the cracks.

Why It Matters

Financial planning today is about more than just advice. It’s about building a business that’s compliant, client-focused, and future-ready. That takes time, energy and expertise — and that’s where we come in.

At Money Wise UK, we bring insight, structure and support across all areas of your firm. From compliance to communication, operations to oversight — we’re here to help your business thrive, not just survive.