We have been established for 28 years providing all Insurance & Investment Needs. Due to our size, we have been able to negotiate favorable terms and exclusive schemes. Benefits, which we can pass on to you, Our Clients.

We will provide advice on the range of Insurances applicable to your needs and explain cover you do and do not need.

We will assist with the administration and paperwork for your Insurance.

We will provide guidance with quality of Cover and Claims ability of Insurance Companies.

- We cover the things you care & Love
- People fail to Plan NOT Plan to fail

Pankaj Adatia is well-known member of the East London & Essex business community and is qualified to give Independent Financial Advice. Having joined in the Insurance and Investment industry in 1973, he has built a wealth of experience and clientele to match. Among the clients who trust Pankaj and his team to advice on their insurance and financial affairs are professionals, such as:

Accountants, Solicitors, Doctors and Successful Business entrepreneur.

To ensure his clients receive first class service Pankaj is supported by team of quality and dedicated individuals.

He is Regulated and Authorised by the Financial Services Authority.

He is a Life member of the Personal Finance Society (PFS) Part of Chartered Insurance Institute, the largest professional group of financial advisers in United Kingdom.

He is admitted as Associate member of the Compliance institute.

He is also a Life, Qualifying & TOP of the Table member and Achiever of the most prestigious Organisation million dollar round table. The Premier Association of Financial Professional since Last 27 years.

- Motor insurance, commercial vehicle, buildings contents, property owners insurance, shop & business

- Employers & public liability, event insurance

- Financial planning, life insurance, pensions, investments, inheritance tax planning in shore/ offshore


Please visit our website more information about our products & services , including our Terms of Business.

Normally, we derive income from commission paid to us by life assurance companies and unit Trust managers with which investments are made. We shall tell you the amount of commission Payable to us on any such investment.

Monewise is entitled to retain all commission earned but May (at its sole discretion) share commission with introducers and professional connections.

If we receive commission or any other form of benefit from the issuer of a Security or from another intermediary, we will inform you, but we will not tell you its amount unless you ask us to do so.

As an Independent Financial Adviser, we shall also give you an option to pay for our charges by Fees.

Before we provide you with our services/ and or advice, we shall give you our Keyfacts Guide about the costs of our Services for you to make a choice either to pay for our services by fee or Commission.

We will also charge you a fee for the advice or work we do for you does not relate to any regulated business activity carried out by us.

We are Directly Authorised & Regulated by the Financial Services Authority.

The Managing Director: Mr. Pankaj Adatia, is a Life Member of Personal Finance Society part of Chartered Insurance Institute. Qualifying , Life & Top of the Table member of the Million Dollar Round table.

MDRT is the premier association of financial professionals. An international, independent association of 28,282 of the world's best life insurance and financial services professionals from 74 nations. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
Founded in 1927, the organization provides its members with resources to improve their technical knowledge, and sales and client service, while maintaining a culture of high ethical standards.

If your trusted life insurance agent or financial services advisor is an MDRT member, be assured you are working with the best