Employees who make the difference
The Poundwise team
We’re a close-knit team of financial specialists and professionals. They’re all specialised generalists, with up-to-date knowledge and the highest level of education in their field. As committed financial/financial life planners, they make the difference between selling a financial product and providing sincere, personal financial advice.
Make an appointment with one of our advisors for an informal introductory meeting.
Financial Planning / Mortgage Advice
Buying a house is an exciting experience with major financial consequences for the years ahead. Independent and objective advice that takes into account all of your money matters will allow you to take out a mortgage that truly suits your personal situation.
Constantly changing laws and regulations make it difficult for you as an individual, and especially as an entrepreneur, to file your tax returns properly and on time.
Our bookkeepers would be happy to provide your business with administrative support. Whether you’re run a sole proprietorship or an SME, you can rely on us for all of your business administration.
We have good relationships with carefully selected insurers. However, we remain completely free and independent and we’ll always choose the product that is right for you.
Team Finance & Support
What our clients say
Poundwise assisted us during the purchase of our first house. Both Glenn and Chris were always there for us from start to finish. They were available, thorough and patient. At every moment we felt that we were in good hands. Very nice to take such big steps with such confidence. Absolute must; we look forward to a long cooperation.