Welcome to Money Wisdom ….For Clever Solutions

We offer a comprehensive service for all your investment and protection needs:

• Pension Planning
  When do you want to retire and how much income will you need?
• Life Assurance
  How much cash would your family need to maintain their current lifestyle if you die prematurely?
• Income Protection
  Would you require a regular income or a cash sum if you suffered a serious illness or disability?
• Investments/Regular Savings
  Are you making the best use of any spare capital or surplus income?
• Mortgages
  Do you want to reduce your current mortgage outlay, moving home or buying your first house?
  
  Your home may be repossessed if you do not keep up repayments on your mortgage.
  
  You can choose how we are paid; pay a fee, usually 0.5% of the loan amount or we can accept commission from the lender.

69 Main Street
Cumbernauld
Glasgow
G67 2RT
Tel: 01236 730088
FAX: 01236 730081
Email: info@money-wisdom.co.uk

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Money Wisdom are professional Independent Financial Advisers who believe customer care is important.  We are based in Cumbernauld, as this is centrally located to offer our services to clients in all areas of Scotland. Our advisers have a total of almost 40 years experience dealing with clients in their homes and at the office.  We pride ourselves in our face to face advisory service and use the latest technology for research.  As members of the UK’s leading IFA network, we have access to special rates from lenders and protection providers.

As appointed representatives of the UK’s leading IFA network, we have access to special rates from lenders and protection providers for mortgages, investments, pensions and life assurance and we are obliged to recommend products which are suitable for your needs. Discounted surveys are available for every home purchase.

Money Wisdom Limited is an appointed representative of Sesame Ltd, which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (www.fsa.gov.uk/register) under reference 150427.

The FSA does not regulate some forms of mortgages.

This site is intended for UK consumers only.

The company Directors are Craig Malcolm and Derek Wood.

Money Wisdom Ltd is registered in Scotland SC 284387, and have their Registered Office at:

69 Main Street, Cumbernauld, Glasgow, G67 2RT

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