Moneywise Investments Plc

Description

In March of 1978, Moneywise Investments was formed by husband-wife team Pankaj and Shashi Adatia and the company has continued to flourish over the decades. While Pankaj and his team specialise in Investments, Life Insurance and all sectors of Financial Services, Shashi’s expertise lie in the General Insurance sector including Car, Home and Business Insurance just to name a few. Our positive reputation has enabled us to not only keep our loyal clients but to expand our client base massively through recommendation. Despite the flourishing online market for insurance, we have remained strong in our presence due to our honest and caring approach from start to finish. Working with us, you will enjoy a friendly, human, sociable and consistent service for many years to come. At Moneywise Investments, open and honest relationships are key and are built to last for a very long time! Our success in obtaining a finalist status in the UK claim excellence awards for the Insurance Times and Regional Broker of the Year, as well as much recognition in the local press, we continue to strive for success, most importantly in the unique and personal way we service our clients.

At Moneywise, we add a special ingredient to everything we do -good, honest service. So whether you’re a business or a personal customer, we pride ourselves on taking time and trouble to get to know you and your needs, so we can recommend insurance products that you need and understand. Whether you're a business or personal customer, you'll find we're easy to work with. Plain speaking, we offer a wealth of knowledge that so often helps to de-mystify the insurance business. If and when you need to make a claim our experienced team are always on the spot to react quickly to your needs. As an owner managed business we fully understand and appreciate the need for clear, relevant and cost effective advice.

Our Services

• Motor Insurance

• Home/contents Insurance

• Business Fleet Insurance

• Travel Insurance

• Health Insurance

• Professional Indemnity Insurance

• Liability Insurance

• Landlord/property Insurance

• Life Insurance

• Mortgage Protection

• Wills

• Investments

• Pensions

• Inheritance Tax Planning

• Mortgages

• Power of Attorney

• Probate

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