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Svetlana Wise

Financial Planning Consultant DipPFS in Maidstone

A little bit about Svetlana

For many of the professionals I work with, particularly those in medicine, understanding their finances can feel like another thing demanding their attention when their time and energy are already stretched.

My role is to take that weight off your shoulders: to understand your life, your values and your goals, and build a financial strategy that fits around what matters to you. That might mean investments, retirement planning, tax efficiency or protecting what you've worked so hard to build. Whatever it looks like, everything I do is designed to make sense for you, so you feel informed, in control and confident that your future is being taken care of.

I also work with women at key life-transforming stages, helping them gain a clear view of their money, pensions and protection so they can make confident decisions, build long-term security, and shape a financial future that supports the life they want, on their own terms.

Find out more about me below.

Start the conversation

Speak to me if you want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
Contact me today

An adviser’s insight

Graphic of people stood in front of phones showing the CashHub

Aim to maximise your cash savings

It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.

This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.

If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.

1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024

Cash on deposit advice is not regulated by the Financial Conduct Authority.

Services

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Pensions

Expert advice to help provide comfort in your retirement.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Location

Svetlana's location

Maidstone
Kent
United Kingdom

Svetlana is located in Maidstone and offers expert financial advice to suit your needs.

More about me

From medicine to financial planning, I take the same approach: treat the root cause, not just the symptoms.

In my medical career, I never settled for quick fixes. Whether with patients or in my research, I always looked at the whole person, considering their lifestyle, values and long-term wellbeing rather than isolated problems. I bring that same thinking into financial planning. Money underpins life's decisions, opportunities and concerns, and getting it right starts with understanding the full picture.

I keep pace with shifts in legislation, taxation and planning tools, because my clients deserve advice that is current, considered and built to last.

Outside of work, I am married with two daughters, and you will most likely find me on a long walk with my dog or travelling somewhere new with my family.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 07 May 2026.