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Why WealthWise Connect ?

We’ve Helped thousands of people Find Holistic and personalised financial advice

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Established

Access an expansive network of trusted UK financial professionals.

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Efficient

Cut out the hassle and book your consultation in minutes to get the right advice.

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Economical

Matching with an adviser is a complimentary service at no charge.

  • Tax Planning & Mitigation

    Across our network of Advisers we are able to cover every area of taxation. From PAYE income tax where an Adviser can assess and outline potential efficiencies through to Capital Gains Tax from an investment gain or sale of a property -there are options to plan for both.

  • Pension Planning & Review

    The Advisers, as part of our network, are also able to deliver comprehensive reviews on current and previous pensions (workplace or private) where they will assess your fund, risk category and fees to indicate what options you have with regard to fund allocation and consolidation.

    As part of this service they can also calculate the optimal amount to contribute to your current pension tailored to your circumstances.

  • Inheritance Tax & Estate Planning

    Following the reforms to inheritance tax in the 2024 autumn budget, where the pension now forms part of your estate, it has become evermore important to ensure you are protected with the right advice.

    We have experts for every situation across our network to advise accordingly and recommend the right course of action.

  • Investments & Savings

    It is important when investing to take a diversified approach to mitigate risk. It is also wise to utilise tax efficiencies where possible to maximise your returns.

    Our network of Advisers have the expertise to recommend the right approach and funds for your portfolio, whether you are just getting started or have a mature portfolio.

  • Protection & Insurance

    We also have a network of protection advisers to ensure we can protect every aspect of your personal financial horizon. Having the right protection policies in place for you and your family should be a key element of your financial plan.

    Our network of Advisers can suggest options to you in relation to e.g.; critical illness, life cover, income protection & private medical insurance.

  • Business Tax Efficiency & Structuring

    The expertise of our network extends to specialist corporate financial planning services including corporation tax efficiencies, remuneration structuring and corporate pensions.

    During a consultation with an Adviser from our network, a full review of your circumstances will be undertaken to enable guidance to be offered to suit your personal goals and business objectives.

  • Will Writing

    A properly structured and well-drafted will is essential for effective Inheritance Tax (IHT) planning. Our network of Advisers can liaise with the right experts to minimise your IHT liability.

  • Budgeting & Cash-flow Modelling

    Cash-flow modelling projects your future income, expenses, assets, and liabilities to help you understand how your wealth may fluctuate and evolve over time.

    It is crucial for assessing long-term financial security, identifying potential shortfalls, and making informed decisions about investments, pensions, and estate planning.

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Our Guarantee

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Fully FCA Regulated Advisers

All of our Advisers we work with are fully FCA Regulated and also a minimum of level 4 qualified to ensure the highest possible level of service.

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Specialist Advice For Every Financial Challenge

We work with a diverse network of carefully selected Advisers across the industry to offer the widest possible services in order to ensure we can meet all of your requirements.  

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Variety Of Fee Structures Depending on Your Requirements

Our service offering is variable to ensure that the Adviser, the fee structure and the advice is tailored to your circumstances and preferences.

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No Commitment And Fully Impartial Service

We offer an introductory call with an Adviser on a complimentary basis, ensuring the adviser and outline advice is suitable before you need to make any commitment.

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Secure your financial future by booking an appointment with one of our expert affiliated Advisers today.

Our team is ready to match you with the right adviser to meet your unique needs.

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Are You A Financial Adviser Or Wealth Manager Looking To Find Out More About Working With Us?

We offer introductory services for Advisers based on your expertise, specialty and product offering.

Get in touch with us today to discuss what we offer and how we can assist.