Moneywise Investments Plc

Independent Financial Adviser  Moneywise Investments Plc, Greater London, London, E7 8DF
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FCA authorised
Last authorised 7th June 2021
Be wise Moneywise NOW............
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
MR Pankaj Adatia
Managing Director
About us

The company has been established since March 1978. It has been providing complete range of financial planning and all General Insurance under one umbrella. With fully professional staff in different areas of Insurance and Investments our knowledge, and caring approach to our valued and potential client bank in excess of 10,000 has made a well-known member of the East London & Essex business Community.

Our Managing Director - Mr Pankaj Adatia, Cert PFS, CeMap, MCSI is qualified to give Independent Financial Advice. He is a Life, Qualifying and Top of the Table Member of the Prestigious Million Dollar Round Table for 39 years.

Our services

OUR INDEPENDENCE IS YOUR GUARNTEE
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Our Customers Gets the Best Deal as We provide 150+ Products from over 100 Insurers. Our only Concern is to give the Best Value – which we can because we have a choice & Knowledge of many.

AREAS FOR CONSIDERATIONS

Life Assurance Protection, Savings for future, School fees Planning, Pension Planning
Business Insurance, ISA, Investing Lump Sums, Offshore Investments, Inheritance tax Planning, Income replacement, Financial Planning, Wills
Residential & Commercial Mortgages, All General Insurance Business Including: -

Shops, factory, Car, Motor fleet, Building, Contents, Liability Etc.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Moneywise Investments Plc, 442 Romford Road, Greater London, London, E7 8DF

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