Angela Wise

A talented and highly experienced finance and wealth professional, Angela has spent thirty-two years working for private banks, independent wealth planners and stockbrokers. She’s been gathering skills and qualifications along the way and we’re delighted and fortunate to have her at Sedulo Wealth.

Angela joined us in 2019 and works as a London based Independent Wealth Planner. She’s rightly proud of the excellent long-term relationships she builds with clients, and also with their families and friends. Among the people Angela works with you’ll find small businesses, those of high-net-worth and their families, and individual clients. Many of whom have been advised by Angela for over 25 years.

Her focus is on supporting clients through their lives, helping them to achieve their financial planning goals. Angela provides solutions in many areas including: wealth preservation, retirement planning, investment portfolios, late-life and succession planning.

She’s also expert in the provision of in-depth technical guidance, for clients that have more complex needs, such as pensions, divorce and probate.

The Sedulo Wealth goals and company culture are very clearly defined, by which I mean we all say what we’re going to do, and then do what we’ve said. It’s an ethical business model, where everyone – staff and clients alike – are treated as we ourselves would wish to be treated. I couldn’t work any other way.

Staff engagement, well-being and education is important in the Sedulo Wealth team, but they’re also trusting and supportive, which allows me the freedom I need to put clients first and foremost. I resolve to always be there for my clients, providing clarity, structure and guidance, allowing them to focus on their goals.

I also must say that I love being a part of the Sedulo Foundation’s “Give Back” charitable work, it’s both inspiring and fulfilling.