Business Details
48 Years
experience
Trusted Insurance Brokers in London
Established in 1978 by Pankaj and Shashi Adatia, Moneywise Investments has built a reputation for delivering honest, client-focused insurance and financial services. Our approach prioritises understanding individual client needs to provide tailored solutions across personal and commercial insurance, investments, and wealth management. With decades of combined experience, we adhere to strict FCA regulations while maintaining a personal touch that sets us apart in the industry. Our multilingual team ensures clear communication and transparency, keeping clients informed of policy changes and optimal coverage options. Recognised through awards such as UK Claim Excellence finalist and Regional Broker of the Year, we combine expertise with compassionate service to foster long-term relationships.Our success stems from consistently placing client interests first, offering competitive quotes without compromising on service quality. We specialise in demystifying insurance complexities through plain-speaking advice, supported by a dedicated claims team that acts swiftly to resolve issues. This commitment to excellence has earned us enduring loyalty and referrals from satisfied clients since our founding. As an owner-managed business, we maintain agility to adapt to client needs while upholding ethical standards and professional accountability.
Services
Personal Motor Insurance
Home Insurance
Health Insurance
Commercial Fleet Insurance
Professional Indemnity
Liability Insurance
Pensions Advice
Inheritance Tax Planning
Wills Services
Mortgage Brokering
Details
- Year established: 1978
Highlights and features
- We are FCA-regulated and adhere to strict compliance standards
- Our multilingual team enhances client communication and understanding
- Award-finalist status for claims excellence and regional brokerage
- Personalised service prioritising client interests over generic solutions
- Decades of experience in both insurance and investment sectors
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Quick claims handled
Compassionate staff
Competitive quotes
Personal approach
Services
Personal Motor Insurance
We provide tailored car insurance solutions prioritising clarity and value. Our policies cover comprehensive protection while maintaining affordability through competitive market comparisons. Clients benefit from dedicated support during claims processes with swift resolution times.
Home Insurance
Our home insurance policies offer flexible coverage for buildings and contents. We specialise in matching protection levels to individual property needs while ensuring transparent terms. Claims are managed efficiently by experienced professionals to minimise client disruption.
Commercial Fleet Insurance
Tailored insurance for business vehicle fleets of all sizes. We assess operational risks to create cost-effective policies with comprehensive coverage. Our expertise includes van insurance and specialist commercial vehicle requirements across various industries.
Inheritance Tax Planning
We offer strategic inheritance tax solutions to preserve wealth for beneficiaries. Our approach combines regulatory compliance with personalised financial strategies. Clients receive ongoing advice to adapt plans to changing circumstances and legislation.
Professional Indemnity
Specialist protection for professionals against negligence claims. We design policies covering legal costs and compensation while aligning with industry-specific risks. Regular policy reviews ensure continued adequacy as businesses evolve.
People
Pankaj Adatia
Founder & Investments Specialist
Co-founder with over 40 years' experience in financial services. Specialises in investment strategies and life insurance solutions while leading the company's commitment to ethical advisory practices since 1978.
Shashi Adatia
Founder & General Insurance Expert
Co-founder managing general insurance operations since establishment. Recognised for expertise in car, home, and business insurance while maintaining the company's client-centric ethos through multilingual communication capabilities.
Questions
What insurance products do you specialise in?
We specialise in personal and commercial motor, home, health, and liability insurance alongside professional indemnity and fleet coverage.
Are you regulated by financial authorities?
Yes, we operate under Financial Conduct Authority regulation for both insurance and investment services.
How do you handle insurance claims?
Our experienced team prioritises swift resolution, with recent clients receiving settlements within one month of claim submission.
Do you offer multilingual support?
Yes, many of our insurance executives are multilingual to better serve diverse client needs.
What financial planning services are available?
We provide pensions advice, wills services, mortgage brokering, and inheritance tax planning solutions.
