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Wiser Wealth Ltd

Wiser Wealth Ltd

Category: Independent Financial Advisers Category: Independent Financial Advisers

Address: The Rowans, Barkway, Barkway, Royston, Hertfordshire, SG8 8HB

Landline: 01763 8... Landline: 01763 8...

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 estate planning, financial planning, independent financial advice, investment, investment management, Lifestyle FinancialPlanning, Lifestyle Planning, nheritance Tax Planning, pension, wealth management, wealth planning, wills, wills and probate, Wiser Wealth Ltd

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Business Profile

About us Wiser Wealth Ltd are Independent Financial Advisers and Wealth Planners, authorised and regulated by the Financial Conduct Authority.

The company is owned by Andy Spriggs who is sole director and an Independent Financial Adviser with 30 years advisory experience, 26 years as an IFA following an earlier career in retail banking with HSBC.

My philosophy is to offer a personal service to all my clients with the emphasis on offering independent financial advice, not the selling of products.

I hold the BEC National Diploma in Business Studies, Financial Planning Certificate, CeMAP Mortgage Qualification & Dip (FA) Level 4 Diploma for Financial Advisers. I am a member of the (IFS) Institute for Financial Services and am currently studying to achieve Chartered Financial Planner status.

I am the sole adviser within the company thereby ensuring that continuity runs through the financial planning and advisory process from commencement of our business relationship with clients.

We are a family company dedicated to offering a first class, professional service to our clients enhanced by use of cutting edge technology ensuring each client is given their own secure website via which they have ongoing access to their financial information, documentation, consolidated investment valuations and an encrypted messaging service to their adviser.

Please contact us to arrange a meeting at our expense and without obligation.

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