About Us

In March of 1978, Moneywise Investments was formed by husband-wife team Pankaj and Shashi Adatia and the company has continued to flourish over the decades. While Pankaj and his team specialise in Investments, Life Insurance and all sectors of Financial Services, Shashi’s expertise lie in the General Insurance sector including Car, Home and Business Insurance just to name a few.

Our positive reputation has enabled us to not only keep our loyal clients but to expand our client base massively through recommendation. Despite the flourishing online market for insurance, we have remained strong in our presence due to our honest and caring approach from start to finish. Working with us, you will enjoy a friendly, human, sociable and consistent service for many years to come. At Moneywise Investments, open and honest relationships are key and are built to last for a very long time!
Many of our Insurance executives are multi-lingual which has helped us to ‘stand out from the crowd’ with our clients and we keep our clients informed of any changes in their policies so they are aware of the best possible options for them.

Our success in obtaining a finalist status in the UK claim excellence awards for the Insurance Times and Regional Broker of the Year, as well as much recognition in the local press, we continue to strive for success, most importantly in the unique and personal way we service our clients.