About us

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 is Cofounder and Director of Mortgages & Secured Lending at Wealthwise Financial Solutions and is responsible for overseeing the growth and development of the firm’s mortgage and secured lending business. Having worked in financial services since 2003, Alex has extensive experience across residential mortgages, Buy to Let and more complex property finance. From first […]

Keith is a highly experienced adviser who has spent many years working with older clients and their families. He specialises in later life mortgages, including equity release, together with protection, and understands the particular considerations involved when making financial decisions in later life. Keith is known for his patient and considered approach, taking time to […]

David has been advising since 1981 and brings considerable experience gained across more than 4 decades in financial services. Having worked through many different property and mortgage markets, he brings a depth of knowledge and perspective to his role as a Mortgage & Protection Adviser. David has built many longstanding client relationships throughout his career […]

Before entering financial services, Marc practised as a solicitor for many years, giving him a strong professional background and a naturally detailed and analytical approach. At Wealthwise Financial Solutions, Marc specialises in protection, working with individuals, families and business owners to understand the financial risks they may face and the protection arrangements appropriate to their […]

Highly organised and attentive to detail, Tiffany takes pride in maintaining excellent communication and providing clients with a professional and reassuring point of contact throughout their mortgage journey.

Munmeet is an experienced Mortgage Broker advising clients across a broad range of mortgage requirements, from first time buyers and home movers to landlords and those with more complex circumstances. Munmeet combines strong knowledge of the mortgage market with a practical and straightforward approach. He enjoys understanding the individual circumstances behind each case and finding […]

Oliver combines his role within the protection team with providing client support across Wealthwise Financial Solutions. He supports clients throughout the process of arranging their protection and assists with the administration required to ensure applications are managed efficiently from start to finish. Personable and conscientious, Oliver places particular importance on communication and ensuring clients receive […]