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General
Posted: May 2017

Wise Financial Solutions announces new partnership

Farnham accountants Wise & Co have announced a new partnership to give their growing client list access to valuable business and personal financial advice. Joining with neighbours Fish Financial, the partnership will trade as Wise Financial Solutions.

“Fish Financial is a well-respected firm of independent financial advisers, whose belief in consistent and proactive engagement with clients mirrors our own,” said Sharmini Woodings, Managing Partner at Wise & Co.

“We have always been careful to select the best partners for our Wise Financial Services offering, so that we can deliver a consistently high standard of financial advice to our clients. Wise & Co clients trust and rely on our service levels and this new venture with Fish Financial reflects our commitment to maintaining that trust.”

Wise Financial Solutions will offer Wise & Co clients a full range of services, including investment management, retirement and pension planning, and lifetime cash flow planning. They also cover business services such as corporate pension solutions and business or shareholder protection.

“We’re delighted to be working so closely with Wise & Co,” said Ian Colley, Managing Director at Fish Financial. “They have a great reputation for the quality of advice and for their client care, which are things that really matter to us here. Tax planning and investment strategies are now so interwoven, whether for individuals or businesses. Our partnership therefore makes a lot of sense and we’re looking forward to helping the firm’s clients.”