About us - WealthWise Financial Solutions

About us

The team at Wealthwise financial solutions have many years’ experience in providing specialist mortgage and protection advice to individuals, families and businesses all over the UK and overseas.

We are committed to putting our clients at the heart of everything we do and developing long-term relationships in catering for all stages of both residential and commercial property purchase and ownership. Whether you are looking to buy your first home, expand your buy to let portfolio or considering a lifetime mortgage in your retirement, we have seasoned expert advisers who are ready to guide and support you from start to finish.

We enjoy getting to know our clients, ensuring that we understand their individual needs and requirements to achieve the best possible outcomes for both their protection and property related goals. At Wealthwise Financial Solutions, we pride ourselves on going the extra mile to deliver a comprehensive and professional service with a personal touch.

Daniel Aharon

Job Title: Cofounder and Director of Mortgages and Secured Lending

Along with his Cofounding Directors, Daniel is responsible for overseeing the growth and development of the business with particular emphasis on secured lending and protection. Daniel is a natural people’s person and enjoys building long term relationships with his client’s best interest at heart. Having spent all of his working life in property and finance, […]

Alex Mammon

Job Title: Cofounder and Director of Mortgages and Secured Lending

Alongside his Cofounding Directors, Alex is responsible for overseeing the growth and development of the business with particular emphasis on mortgages and secured lending. Having entered the financial services industry in 2003, Alex is now an expert mortgage and protection adviser with over 18 years of experience in dealing with all types of secured lending […]

Keith Galgut

Job Title: Wealth Planning & Later Life Specialist Adviser

As a long-standing member of the foremost relevant societies and national associations in his specialist field, Keith is a highly accredited adviser, focusing his advice on all matters relating to Later Life and Insurance. This includes inheritance tax planning, funding of long-term care, equity release and retirement solutions. Keith has enjoyed worked with older clients […]

David Satter

Job Title: Wealth Planning Adviser & Mortgage Consultant

As a seasoned adviser, David has seen a world of change since he began advising in 1981. Through the highs and lows of the changing times, David has been there to guide his clients in weathering the storms to successfully achieve their financial goals through the various stages in their lives. From buying their first […]

Marc Burman

Job Title: Wealth & Estate Planning Specialist Adviser

Marc practised as a solicitor for many years before re training to become a financial adviser. Since joining the financial services industry, he has undertaken several specialist qualifications in financial planning designation, trusts and estate planning which puts him in a select group of only 3% of advisers in the UK. Marc is a highly […]

Jay Nandha

Job Title: Client Support

Jay is a highly motivated member of the WealthWise team with strong people and communication skills. He brings over 15 years of experience in the financial services industry and a can-do attitude to every task he approaches. Jay contributes to almost every part of the customer journey and strives for a first-class service to bring […]