Three experienced advisers have joined forces to launch a new wealth management firm in Hertfordshire. 

WealthWise Financial Solutions is based in Elstree and has 10 staff at launch.

Co-founders Daniel Aharon, Neil Jacobs and Alex Mammon, who together have over 50 years of experience, believe there is space in the market for a new, post-pandemic firm.

They plan to offer a highly personalised service to families in London and surrounding areas, backed by a team of six advisers and four support staff.

The firm provides advice across a range of services including investments, savings, mortgages and protection. Client engagement is via face to face meetings, phone and video calling platforms.

The firm was set up in April but is now beginning to market its services and tap in to demand post the lockdowns, particularly in the mortgage market.

Neil Jacobs, co-founder and director, said: “Our clients will get top quality advice, a highly efficient service with low bureaucracy, solutions tailored to their needs and presented in a friendly, personalised way. We offer all the services of larger providers but with an added human touch.”

Daniel Aharon, fellow co-founder and director of Mortgages and Secured Lending at WealthWise Financial Solutions said: “The aftermath of Covid will put many people in a position where they will need to seek expert advice to navigate obstacles that will undoubtedly be thrown their way as a result of the pandemic. 

“Those people who wouldn’t ordinarily have had an issue applying for a mortgage may find that having taken government support they now face problems in terms of affordability.  We will ensure the aftermath of Covid is managed accordingly and in the best way possible for our clients.”

Neil Jacobs has 16 years’ experience in the financial services industry and has been a financial adviser for 14 years. He began his career at the Royal Bank of Scotland and his most recent role was at Prosperity Wealth Creation where he spent five years. He is a qualified Financial Planner.

Alex Mammon has worked in financial services since 2003 and has 18 years of experience in mortgages and protection. He previously worked at Life Financial Solutions and also held roles at Halifax and John Charcol.   

Daniel Aharon has 17 years of experience in the industry as a mortgage and protection adviser.  He has worked at Gale & Phillipson, Vintage Financial Solutions and Hightree Financial Solutions.