At Money Wise UK®, I’m proud to work with a select group of financial planning firms who share my commitment to delivering exceptional client outcomes. While I am not currently taking on new clients, I remain open to meaningful collaborations that align with my mission.

Ifamax Wealth Management

Established in 2004, Ifamax Wealth Management manages around £300 million for over 300 families. Their team of experienced planners provides holistic financial planning, with a focus on building long‑term relationships and helping clients achieve financial independence.
Contact: www.ifamax.co.uk | 0117 33 22 626

Lampiers Financial Planning

With roots dating back over 80 years, Lampiers Financial Planning has built a reputation for trusted advice and personalised financial solutions. Managing £300 million for more than 800 clients, they combine a strong heritage with a modern approach, holding Chartered Status since 2015.
Contact: www.lampiers.co.uk | 0117 707 910

Manning Gee Investments

Founded in 2020, Manning Gee Investments delivers tailored financial planning, mortgage advice, and workplace pension solutions. Led by an ambitious team, their financial planning arm specialises in retirement strategies, sustainable investment solutions, and helping clients achieve their long‑term goals.
Contact: www.mgi‑ifa.co.uk | 0117 959 5345

Looking for an Independent Financial Adviser?

If you’re searching for trusted financial advice, I encourage you to connect directly with one of my clients using the contact details above.