The firm will focus on a mix of investment advice and mortgage solutions.
A new UK firm, WealthWise Financial Solutions, has been launched to serve clients’ mortgage and investment needs.
Based in Elstree, Hertfordshire, WealthWise Financial Solutions has been created by co-founders Daniel Aharon, Neil Jacobs and Alex Mammon who together have over 50 years' experience of advising personal investors, homebuyers and businesses.
“With all that the pandemic and lockdowns have thrown at us, we have forged ahead with the plan and finally are launching at a time when people have never needed wealth planning and mortgage advice more,” Alex Mammon, co-founder and director of mortgages and secured lending at WealthWise Financial Solutions, said.
The firm initially has 10 people: six advisors covering a mix of wealth management and mortgages, and four support staff.
Mammon joined the financial services sector in 2003 and has 18 years of experience in the industry as a mortgage and protection advisor. Previously he was a mortgage and protection advisor at Life Financial Solutions, and also worked at Halifax and John Charcol.
Jacobs has been a financial advisor for 14 years, beginning his career at the Royal Bank of Scotland. His most recent role was at Prosperity Wealth Creation where he spent five years.
Aharon has 17 years’ experience in the industry as a mortgage and protection advisor, covering all areas of property finance including: residential mortgages; buy-to-let mortgages; bridging finance; commercial finance; and development finance. Previously he was a mortgage and protection advisor at Gale & Phillipson, Vintage Financial Solutions and Hightree Financial Solutions.