At WIS Wealth we truly believe that financial security provides the foundation for a great life. That’s why we tailor our services to your individual requirements based on your needs and desired outcomes.
WIS Wealth provides trusted independent advice to individuals and businesses on all aspects of financial planning including investments, tax and estate planning, pensions and retirement and wealth management.
Great financial planning provides you with the freedom and security to enjoy your life and we are here to help you every step of the way.
This video explains how the payment of annual Self-Assessment taxes can be better planned via the use of Premium Bonds.
A quick recap of why Premium Bonds:
We hope this video provides true value to you. If you do win a prize, please do let us know!
According to research conducted by Vanguard, the world’s biggest mutual fund management group, individuals who take independent financial advice grow their wealth more quickly than those who go it alone.
Vanguard looked at financial markets in North America, Australia and the UK over a decade. They concluded that independent financial advice could help you grow your wealth by an average of 3% per year compared with those that invest without advice.
An experienced independent financial advisor who takes pride in our customer-led focus.
Achieve the financial freedom you deserve, that’s why we offer financial planning uniquely tailored to your situation.
We want to help you achieve a level of financial security that provides you with the freedom to pursue a full and rich life.
We believe we offer the best independent financial advice available for every individual and business. But we don’t expect you to believe us without getting to know us a little better. That’s why we offer a free introductory meeting so you can find out if we are the right advisors for you. Just give us a call to arrange a discussion.
Pension freedoms introduced in 2015 have changed the rules for cashing in your pension.
According to research conducted by Vanguard, a large mutual fund management group,
Private Medical Insurance provides access to high-quality private medical facilities.
