At MortgageWise & Smart Wealth, we believe that financial confidence starts with the right advice, the right strategy, and the right Partner

We are proud to be a trusted name in mortgage advice, retirement planning, and wealth management, helping individuals, families and business owners make smarter financial decisions at every stage of life.

Our mission is simple: to empower you with clear, personalised financial guidance, so you achieve you property and wealth goals with confidence. Whether you’re buying your first home, growing your investment portfolio, or planning for a secure retirement, we’re here to support you with expert advice and exceptional service.

At MortgageWise & Smart Wealth, we promise to always put your best interests first. We are committed to building long-term relationships based on trust, transparency and results.

Let’s Build Your Future Together

Ready to take the next step? Whether you have a questions or are ready to start planning, we’re here to help.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.