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Private services
Mortgages
Buying a house is an exciting experience with major financial consequences for the years ahead.Insurance
We have a reliable cooperation partner in the field of insurance. This allows us to …
Pensions
We always provide pension advice as part of our financial advice. Pension advice is extremely personal…Financial planning
You have all kinds of dreams and ambitions in life, and your finances are an important tool to help …Tax advice
Taxes, as the term itself suggests, are a taxing affair for many of us. Constantly changing laws and…Divorce
Divorce is an emotionally charged subject, which often makes it…
Asset management
With us, any investments you make are always part of a complete financial plan.Legal advice
Some of your personal or business life stages require clear legal advice. Our legal experts…Real estate
For years, Poundwise has been a respected name in brokerage and mortgages in the Greater.. - Approach
- Business
- Financial coaching
Business services
Employee benefits
We have all the specialisations in our field under one roof, so we can provide the best possible …Insurances
We have a reliable cooperation partner in the field of insurance. They have good…
Administrative services
Developments in the automation of bookkeeping and administration are moving at the speed of light.Tax and financial advice
We support entrepreneurs, boards, and shareholders with specialist knowledge and a comprehensive tax service package.Bookkeeping
Our bookkeepers would be happy to provide your business with administrative support.Business consulting
We’re entrepreneurs, just like you. So we understand that your goal is maximum freedom.Expat Services
Do you have overseas employees? Then our expat service is here to … - Approach
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Asset Management
Handling your investment products from A to Z
With us, any investments you make are always part of a complete financial plan. We’ll sit down with you to decide how much risk you’re prepared to take, what your investment horizon is, and how much you need to achieve your goals. We’ll then be working together to create a plan for structuring your investment portfolio. We’ll handle everything around opening and managing your investment products.
Poundwise: the one-stop shop for comprehensive advice.