Skip to main content
Search

Svetlana Wise

Financial Planning Consultant DipPFS in Kent

A little bit about Svetlana

I help my clients gain clarity and confidence in their finances, so they can focus on what matters most and live the life they want.

I help my clients make the most of their wealth in the most tax-efficient way,  make the most of their retirement plans given the resources they have, and stay protected so they can maintain their lifestyle if life takes an unexpected turn. Together, we build a strategy that reflects each client’s values, priorities and the life they want to create.

I work with professionals and families across a wide range of circumstances, with a particular focus on supporting women through significant life transitions, so they can make informed financial decisions with confidence and build lasting financial security.

Find out more about me below.

Start the conversation

Let’s work together to see how professional financial advice could benefit you.
Contact me today

Graphic of people in a meeting discussing the value of advice

Financial advice is about more than managing money

When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.

More support than many people realise

More support than many people realise

New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.

As an adviser, I may be able to help with:

  • retirement planning
  • tax planning opportunities
  • pension consolidation
  • estate and legacy planning
  • financial planning through major life events
  • managing investments through changing market conditions.

Building confidence in your financial future

Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.

If we work together, I can help you:

  • gain clarity over your options
  • understand opportunities available to you
  • stay focused on long-term goals
  • build a clear financial plan
  • make informed decisions with confidence.

If this sounds good to you, please get in touch.

 

Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.

Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026

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.

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.

Svetlana's location

Maidstone
Kent
United Kingdom

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

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

In my medical career, decisions carried real consequences, and surface-level answers were never enough. Whether caring for patients or conducting research, I learned to look beyond the immediate problem, understanding the whole person, their circumstances, values and long-term wellbeing. I also learned to manage complexity and make decisions grounded in evidence. 

I bring that same discipline to financial planning. Every client has different priorities, responsibilities and ambitions, so every financial plan should be built around the individual. That means understanding how income, spending, tax, pensions, investments and family commitments interact, and designing a strategy that is practical, resilient and tailored to their life.

I keep pace with changes in legislation, taxation and financial planning so the guidance my clients receive is current, considered and built to last. 

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

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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.