Wise Wealth Management

Wise Wealth Management I provide friendly and passionate advice to individuals and corporate clients in and around the Cardiff and Bristol areas.

My advice is tailored to meet your personal and/or business objectives for the short and long term.

A Stocks & Shares ISA is a tax-efficient investment account. This means you don't have to pay income tax or capital gain...
28/03/2022

A Stocks & Shares ISA is a tax-efficient investment account. This means you don't have to pay income tax or capital gains tax on money you earn from your investments made through the ISA, up to a certain limit.

“Feminism isn’t about making women strong. Women are already strong. It’s about changing the way the world perceives tha...
08/03/2022

“Feminism isn’t about making women strong. Women are already strong. It’s about changing the way the world perceives that strength.” – G.D. Anderson

Dydd Gwŷl Dewi Hapus 🌼Happy St David’s Day to all of my Welsh Clients! 󠁧󠁢󠁷󠁬󠁳🏴󠁧󠁢󠁷󠁬󠁳󠁿
01/03/2022

Dydd Gwŷl Dewi Hapus 🌼

Happy St David’s Day to all of my Welsh Clients! 󠁧󠁢󠁷󠁬󠁳🏴󠁧󠁢󠁷󠁬󠁳󠁿

Happy Valentine's Day! ❤️
14/02/2022

Happy Valentine's Day! ❤️

Don't let your tax allowances go to waste!Remember: it’s important to take action before their use-by date of 5 April 20...
31/01/2022

Don't let your tax allowances go to waste!

Remember: it’s important to take action before their use-by date of 5 April 2022 – the end of the current tax year – as in many cases it’s ‘use it or lose it’.

Whatever your financial goals, don't miss this year's use-by date for your tax allowances...It’s important to understand...
19/01/2022

Whatever your financial goals, don't miss this year's use-by date for your tax allowances...

It’s important to understand your financial targets and how to achieve them. Making the best use of your tax allowances, exemptions and reliefs before their use-by date (the end of this tax year on 5 April) could help get you there sooner.

Tax-efficient pensions and Individual Savings Accounts (ISAs) are important options when it comes to creating a more secure financial future.

If you’re thinking about how to pass your wealth to loved ones, look at ways to reduce the Inheritance Tax on your estate, such as gifting money to children or grandchildren.

Whatever your goals, the time is ripe to ensure you’re making the most of this year’s tax-saving allowances and reliefs. So get in touch before 5 April for expert guidance.

To read the full article, follow this link: https://buff.ly/3nHFGFh

Happy New Year to our clients, friends and family! 🎊I hope you’ve all had some relaxing time off to spend with loved one...
05/01/2022

Happy New Year to our clients, friends and family! 🎊

I hope you’ve all had some relaxing time off to spend with loved ones.

So what sort of resolutions are you making this year?

Perhaps you’re looking to get your finances in line? We know it can be daunting, but we are here to help. Don’t hesitate to get in touch, whether it be regarding your pension, investments, mortgage or just some general financial advice.

Merry Christmas from everyone at Wise Wealth Management. We hope your holidays will be filled with joy and laughter thro...
22/12/2021

Merry Christmas from everyone at Wise Wealth Management. We hope your holidays will be filled with joy and laughter through the New Year.

Financial gifts allow you to make a lasting contribution to your family’s short and long-term futures.There are many way...
15/12/2021

Financial gifts allow you to make a lasting contribution to your family’s short and long-term futures.

There are many ways to give money to loved ones, from contributing to a children’s pension or ISA to cash gifts and wedding contributions.

Speak to us to ensure your present is effective for the recipient and tax efficient for you.

Follow this link to read the full article: https://buff.ly/3GH2UCt

Happy St. Andrews Day! 🏴󠁧󠁢󠁳󠁣󠁴󠁿
30/11/2021

Happy St. Andrews Day! 🏴󠁧󠁢󠁳󠁣󠁴󠁿

Women typically insure themselves far less than men, despite the fact that on top of their earnings, their unpaid work, ...
30/11/2021

Women typically insure themselves far less than men, despite the fact that on top of their earnings, their unpaid work, such as caring responsibilities, make their household contribution extremely valuable.

While life insurance that pays out upon death is important, you are more likely to suffer a serious illness that prevents you from working, so it’s vital to look at critical illness cover and income protection insurance as well.

Get in touch with us today and we can review your protection insurance needs to make sure you’re well covered. Don't wait or it will be too late!

To read more, follow this link: https://buff.ly/3l7VoII

Be tax smart to help boost your retirement savings.Retirement can seem a long way off when you’re in your 20s or 30s, bu...
26/11/2021

Be tax smart to help boost your retirement savings.

Retirement can seem a long way off when you’re in your 20s or 30s, but there are opportunities available now to make life much easier later on.

Tax isn’t just about money that we lose out on; pensions are a way of making tax work in our favour too – provided we take action.

As tax and retirement systems evolve over time, the plans we put in place now can give us more options regardless of what happens in the future.

Get in touch with us today to start your retirement savings journey!

Follow this link to read more: https://buff.ly/3xo48it

Address

Cardiff
CF103

Opening Hours

Monday 8:30am - 7pm
Tuesday 8:30am - 7pm
Wednesday 8:30am - 7pm
Thursday 8:30am - 7pm
Friday 8:30am - 5pm

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