Moneywise Investments PLC

At Moneywise Investments PLC, we pride ourselves on being a trusted and reliable insurance broker, offering a wide range of insurance products and services to individuals and businesses alike. With over four decades of experience, our team of experts has built a reputation for providing exceptional customer service, tailored insurance solutions, and unparalleled claim handling.

Our History

Moneywise Investments was founded in 1978 by husband-wife team Pankaj and Shashi Adatia. Over the years, we have continued to grow and expand our services, while maintaining our commitment to honesty, transparency, and customer satisfaction. Our multi-lingual team has helped us establish a strong presence in the market, allowing us to work with clients from diverse backgrounds and industries.

Our Services

We offer a comprehensive range of insurance products and services, including:

• Personal Motor Insurance
• Home Insurance
• Health Insurance
• Travel Insurance
• Commercial Fleet Insurance
• Professional Indemnity Insurance
• Business & Events Insurance
• Liability Insurance
• Directors' & Officers' Insurance
• Landlords & Property Owners' Insurance
• Financial Services
• Life Insurance & Critical Illness
• Investments
• Pensions
• Inheritance Tax Planning
• Wills
• Mortgages

Our team of experts takes the time to understand each client's unique needs and provides personalized insurance solutions to cater to their requirements. We believe in building long-term relationships, and our commitment to exceptional customer service has earned us a reputation as one of the most trusted insurance brokers in the industry.

Our Approach

At Moneywise Investments, we believe that open and honest communication is key to building strong relationships with our clients. We take the time to understand each client's specific needs and provide tailored insurance solutions to cater to their requirements. Our experienced team is dedicated to providing exceptional service, and we ensure that our clients are always informed about their policies and any changes that may affect them.

Achievements

We are proud to have been recognized for our excellence in service, including being a finalist in the UK Claim Excellence Awards for the Insurance Times and being named Regional Broker of the Year. Our clients trust us to manage their insurance needs, and we are committed to delivering exceptional service to every client, every time.

Testimonials

We are proud to have built a reputation that is backed by our clients' satisfaction. Here are just a few testimonials from our satisfied clients:

• "Having dealt with you for over 10 years, I would have no hesitation in recommending your services. It isn't often that you will encounter a brokerage that constantly puts the client's interests first." - Mr. B. Shah
• "This is a quick note regarding your excellent service at Moneywise Investments Plc. We have our cars and home insured through Moneywise. Recently, we were unfortunate enough to have two claims within a month of one another. This is truly why you." - Mr. and Mrs. Robertson

Contact Us

We invite you to get in touch with us to learn more about our insurance products and services. We would be delighted to discuss your insurance needs and provide a quote tailored to your specific requirements.