has been added

Address
55 Fenshurst Gardens, Long Ashton, Bristol, UK
Media Pack / Portfolio
George Ladds
Owner
Money Wise UK
Money Wise UK is a specialist consultancy supporting financial planning firms with practical, independent solutions for growth, compliance, & client outcomes. Founded by George Ladds, a former Director & SMF Holder, Money Wise UK combines real‑world experience with a mission to improve retirement advice across the UK. George helped grow a financial planning firm from £50m to nearly £135m in AUM and oversaw its transition to Direct Authorisation, giving him first‑hand insight into the operational, marketing, and compliance challenges advice firms face.
Through www.money-wise.uk, the consultancy provides free blogs, podcasts, and insights alongside paid templates and frameworks for advisers. Money Wise UK has also trademarked the Centralised Retirement Proposition (CRP), a structured approach helping firms deliver consistent, compliant, and client‑focused decumulation advice.
With expertise spanning portfolio management, business operations, marketing, and regulatory frameworks, Money Wise UK partners with advisers and solution providers to educate, innovate, and enhance retirement solutions, ensuring advice businesses thrive while delivering better client outcomes.
Through www.money-wise.uk, the consultancy provides free blogs, podcasts, and insights alongside paid templates and frameworks for advisers. Money Wise UK has also trademarked the Centralised Retirement Proposition (CRP), a structured approach helping firms deliver consistent, compliant, and client‑focused decumulation advice.
With expertise spanning portfolio management, business operations, marketing, and regulatory frameworks, Money Wise UK partners with advisers and solution providers to educate, innovate, and enhance retirement solutions, ensuring advice businesses thrive while delivering better client outcomes.