​Wealthwise Financial Services Limited offer bespoke financial advice and wealth management services to individuals and corporate clients. We specialise in advising on pensions and investments. We also advise on other aspects of financial planning, such as mortgages.

Established in 2004, and based in central Winchester, Wealthwise Financial Services is one of the area’s premier independent financial advisers. We are committed to helping our clients achieve their financial goals through our professional advice and personal service.

We are dedicated to offering our clients the highest possible standards of service at all times. In doing so, we are pleased to support the Financial Conduct Authority initiative “Treating Customers Fairly”. We offer a selection of different service propositions, to suit all levels of investment. We work with each and every customer to ensure they fully understand the key features and risks of their investments. When considering any investment, there are some basic questions that we work with you to answer:

PLEASE BE AWARE THERE ARE SOME FRAUDULENT INDIVIDUALS OUT THERE CURRENTLY USING WEALTHWISE COMPANY DETAILS AND OUR FCA NUMBER. THEY ARE NOT PART OF WEALTHWISE. THEY ARE OPERATING AN INVESTMENT SCAM.
DO NOT INVEST ANY MONEY WITH THEM OR PROVIDE THEM WITH PERSONAL INFORMATION.

PLEASE ALSO BE AWARE THESE FRAUDSTERS MIGHT CONTACT IN THE FUTURE PRETENDING TO BE FROM THE FINANCIAL CONDUCT AUTHORITY (the regulator) SUGGESTING THEY ARE INVESTIGATING THE "SCAM" AND TRYING TO GET YOUR MONEY BACK SUGGESTING A SMALL FEE TO COVER COSTS TO RECOVER YOUR MONEY- THIS IS ALSO A SCAM.    

If you think you may have been a victim of fraud or cyber crime, and live in England, Wales or Northern Ireland, you should report this to Report Fraud at https://www.reportfraud.police.uk/ or by calling 0300 123 2040.
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  • Why am I investing?
  • Does the product meet my needs?
  • Do I understand the product?
  • What is my maximum loss?
  • How can I get my money back?

We offer new clients a free of charge, no obligation initial meeting. Please contact us to arrange an appointment.
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Wealthwise Financial Services is regulated by the Financial Conduct Authority.