Company Information

Get to know Advice Wise Ltd (Independent Financial Advice)

Advice Wise Limited is an independent financial advice (IFA) firm based in Newbury, Berkshire. Established to provide clear, jargon-free financial guidance, the company offers a comprehensive range of services covering retirement planning, savings and investments, mortgages, and personal or business protection. As an independent firm, they are not tied to any specific provider, allowing them to offer impartial advice tailored to the unique circumstances of each client. Their mission is to build long-term relationships with clients by helping them make informed financial decisions to achieve their goals.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Advice Wise Ltd (Independent Financial Advice)

United Kingdom

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.