Who we are
Our aim is simple - to support the adviser community to deliver greater outcomes.
We're a private firm built on personal relationships, not faceless scale - here's the story, and a word from our founder.
Our story
A private firm, built outside the influence of banks and sales networks.
Our Founding Partners sought to create a private firm that operates outside of the influence of direct sales, big banks and institutions.
This enables us to offer truly bespoke and personalised solutions for our partners and their clients alike - building wealth on trusted relationships rather than faceless scale.
Our mission is to support Independent Financial Advisers to operate and thrive, now and into the future.
Redefining the landscape
Traditional networks frequently suppress the vision, creativity and individuality that financial advisers require to effectively connect with their clients. Most networks stem from a culture of direct sales and a tied-agency approach to servicing product providers. Our belief is that advisory businesses should have the freedom to choose, while maintaining compliance standards.
Redefine the standard
We foster a community of forward-thinking, high-quality financial advisers, helping them develop advice propositions that align with their clients' needs and providing the tools necessary to grow their businesses.
A message from the founder
Why we built Wealth Wise Partners.
Marcus Queree
I've been in financial services for 30 years and worked at both large financial institutions and boutique businesses. I love the challenge of building something that supports the financial adviser community and adds value to customers.
We created Wealth Wise Partners as we wanted to help advisers to connect investments, pensions, tax, insurance and family protection around the person, rather than expecting clients to fit into the same handful of products.
Better systems alongside good dedicated support should give advisers more time for clients and help clients understand what retiring earlier, moving country or supporting their family could mean for their finances.
Being a father, expatriate, investment manager and financial adviser, what matters is understanding our advisers and the needs of their clients. We need to understand their lives, finances and the complexity of planning without borders. Mobility and technology have changed the way we live, and as an adviser community we need to understand that different living needs require different expertise.
We hope to help to build a community of supportive, passionate, gifted advisers and support teams that add real value to clients, helping them make informed choices.
What we stand for
To grow, support and sustain our European network of first class independent financial advisers, who are committed to helping people build sound financial security.
Our mission
Financial advice is what we do; but responsible business shapes how we do it.
Personal Relationships
We put your clients at the centre of every decision, delivering responsible advice that aligns with their needs, goals and values.
Genuine Independence
Tailored, personalised solutions for your business and the clients who depend on you.
A conversation, not a commitment
Joining a network is a meaningful decision.
That's why we take the time to understand your business and goals. No obligation. Just a chance to understand whether supported independence is the right next step.