Empowering Financial Freedom, One Client at a Time
At Money Wisdom, we are a team of dedicated mortgage consultants based in Cumbernauld, near Glasgow, with a passion for providing expert financial advice to individuals and families in the surrounding area. With many years of experience in the industry, we have developed a reputation for delivering bespoke financial plans that cater to our clients' unique needs and goals. Our team of experts has extensive knowledge and understanding of the financial market, enabling us to offer high-quality advice across a range of financial sectors, including mortgages and life assurance.
Our Services
Our services are designed to help you achieve your financial objectives, whether you are looking to purchase your dream home, protect your loved ones, or plan for your future. Our mortgage advisors can assist you in finding the right mortgage product that meets your specific needs and circumstances, providing you with the necessary support and guidance to ensure that you get the best deal. Our expertise extends beyond mortgages, as we also specialise in life insurance and protection products, helping you safeguard your family, business, or assets against unforeseen events.
Expertise
Our team of experienced mortgage consultants, led by Directors Craig Malcolm and Derek Wood, has a wealth of knowledge and expertise in the financial sector. Craig has been in the industry since 1988 and has a deep understanding of the mortgage market, having worked with various financial institutions and insurance companies. Derek, who entered financial services in 1987, has a wealth of experience in the industry, having worked as a manager for Prudential Assurance for over 14 years before becoming a Financial Adviser.
How We Work
At Money Wisdom, we understand that every client is unique, with their own individual needs and circumstances. That's why we take the time to get to know each client, listening to their concerns and goals, and providing tailored advice to meet their specific requirements. We can offer you a range of payment options for our mortgage advice services, including a fee, a combination of a fee and commission from the lender, or commission from the lender with no fee.
Protection
We also offer protection advice to ensure that you, your family, or your business are safeguarded against unforeseen events. Our experienced advisors can help you choose the right protection products, providing you with peace of mind and financial security in the event of unexpected circumstances.
Meet Our Team
At Money Wisdom, we are proud to have a team of experienced and dedicated professionals who are committed to delivering exceptional customer service. Our team includes Craig Malcolm and Derek Wood, who have extensive experience in the financial sector and are dedicated to helping their clients achieve their financial objectives.
Conclusion
At Money Wisdom, we are committed to providing expert financial advice to individuals and families in the surrounding area. Our team of dedicated mortgage consultants, led by Directors Craig Malcolm and Derek Wood, has extensive knowledge and expertise in the financial sector, enabling us to offer high-quality advice across a range of financial sectors, including mortgages and life assurance. We believe that by working together, we can help you achieve your financial goals and secure your future.
Overall Experience
The reviewers have had an overwhelmingly positive experience with the company, with all three reviewers giving a 5-star rating.
Mortgage Process
The reviewers have praised the company's efficiency in securing mortgages, with one reviewer mentioning that their mortgage was secured within 5 hours. The process was described as "stress-free" and "kept us up to date and informed every step of the way".
Customer Service
Derek, the representative from the company, has been singled out for his excellent service. He has been described as "very friendly", "helpful", and "excellent" in his recommendations. His expertise has also been praised, with one reviewer mentioning that he was able to secure a better deal than the bank.
Recommendations
All three reviewers have highly recommended the company's service, with one reviewer stating that they "can't recommend the service highly enough".
