Duncan McKillop has been my Financial Advisor for over 20 years through both good and bad financial times.He has reviewed my financial situation with me over the phone and at least once a year in person. He has patiently explained my standing in clear terms along with my options for the future. I have always felt that any... read full comment
November 2013
A really helpful group of people who know their job well but most importantly, really value their customers and go out of their way to tailor their service to individual requirements. My wife and I have been on their books for over twelve years, now live a long way from Bath but still receive the same care and attention... read full comment
November 2013
Craig Chapman has dealt with our financial affairs in a most efficient and friendly way for some time now.Last night I emailed him with an important query regarding an investment which Money Wise do not handle. I had a full and very helpful response from him first thing this morning. First class service! Thank you.
