Advice Wise Ltd

Independent Financial Adviser  AFE Business Centre, Sutton coldfield, West midlands, B74 2PG
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FCA authorised
Last authorised 15th January 2020
Call Stephen or Adam O121_6475098 for a no obligation consultation. Impartial Financial Advice.
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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Bad credit
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Building your 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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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Accident & sickness
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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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Long term care
Meet our advisers
Stephen White Chartered ALIBF, Adv DipFA, CeMAP® Diploma, CeLTCI, CeRER, AwPETR
Independent Financial Adviser
Adam Simcox Chartered ALIBF, Adv DipFA, CeMAP® Diploma, BSc Hons
Independent Financial Adviser
About us

We are a firm of experienced independent financial advisers who provide a traditional method of face to face financial planning advice, yet fully embrace and promote the magic of advanced modern technology.

Our aim is to distance ourselves from traditional Financial Adviser firms and to redefine 'Independence'.

Our services

Independent Financial Advice which is sensible, straightforward and effective; tailored to each client's circumstances and backed-up with valuable ongoing support.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

AFE Business Centre, 62 Anchorage Road, West Midlands, Sutton Coldfield, B74 2PG

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