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 provides fully independent, holistic financial planning to over 300 families, managing around £300 million of assets. Their team of experienced planners focuses on building long-term relationships, helping clients clarify what truly matters, structure their finances with confidence, and achieve lasting financial independence. With a disciplined approach, clear communication, and a commitment to fair value, Ifamax delivers personalised planning across retirement, investment strategies, tax planning, and intergenerational wealth.
Contact: www.ifamax.co.uk | 0117 33 22 626
Lampiers Financial Planning
With a heritage spanning more than 80 years, Lampiers Financial Planning combines deep-rooted trust with a modern, client-focused approach. Managing approximately £300 million for over 800 clients, they deliver comprehensive, independent financial planning built around clarity, long-term thinking, and personalised advice. As a Chartered firm since 2015, Lampiers supports clients across retirement planning, investment management oversight, tax-efficient strategies, and family wealth planning — all underpinned by strong governance and a commitment to exceptional service.
Contact: www.lampiers.co.uk | 0117 707 910
Manning Gee Investments
Founded in 2020, Manning Gee Investments brings a fresh, modern approach to financial planning, mortgage advice, and workplace pension solutions. Their financial planning team specialises in retirement planning, sustainable investing, and structured, long-term wealth strategies. With a focus on transparency, client education, and values-driven advice, they help individuals and families build confidence, make informed decisions, and stay on track toward their long-term goals. Their broader services — including mortgages and corporate schemes — give clients a joined-up view of their financial world.
Contact: www.mgi‑ifa.co.uk | 0117 959 5345
Castlebay Investments & Castlebay Financial Management
Castlebay is a boutique firm offering both high-conviction investment management and fully independent financial planning. Founded in 2013, Castlebay Investments is widely respected for its disciplined, quality-focused equity approach. Their philosophy centres on investing in resilient businesses with strong cash flows, robust balance sheets, and the ability to compound value over the long term — always with an emphasis on capital preservation and avoiding unnecessary risks.
Alongside this, Castlebay Financial Management provides independent financial planning grounded in clarity, transparency, and long-term thinking. Their planners work closely with clients to help them understand their financial goals, structure their wealth effectively, and make informed decisions with confidence. With a commitment to personalised planning and evidence-based advice, they offer support across retirement planning, investment strategies, tax-efficient structuring, and family wealth planning.
Together, the investment and planning teams offer a cohesive, values-led partnership for clients who want both exceptional portfolio management and thoughtful, independent financial advice.
Contact: https://www.castlebayfm.com/ | 0141 222 3500
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.