So who are Wise?
Paving the way for a more empathetic approach to financial services.
Our Story
Established in 2017, Wise grew from a desire to go the extra mile, and to always do the right thing. Kit and Amy saw the need to create a more empathetic and caring approach to offering financial services and were driven by giving better access to quality advice, which led them to create the Wise brand and build a team that shared their work ethic and ethos.
In 2023, Wise went through a full rebrand, freshening its image and expanding its financial services, while retaining the same dedication to their clients. Wise's aim is to reach more individuals, families, and businesses, helping them make better financial decisions with their guidance and advice from them, and their hub of trusted financial experts.
Wise provides expert mortgage advice. Wise is a trading name of Prosperity Financial Services Limited, and Wise is the name under which we carry out these services. We are part of Prosperity Financial Services Limited, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited. The Openwork Partnership is one of the UK's Largest Financial Advice networks, with over 4,500 advisers and in excess of 700 appointed representatives based throughout the UK.
Our leadership team
Kit and Amy are here to make certain that the whole Wise team provides the best possible financial advice. Below is a short biography of the Wise leadership team, together with their contact details. For further contact details, please see our “Contact Us” page.
Kit Peterson
Kit Peterson has played a pivotal role in creating the Wise brand with Amy, and has built great trust with his clients as being an expert mortgage broker with a passion for attention to detail. With a career spanning back to 2004, Kit has accumulated a wealth of . . .
Amy O’Shaughnessy
Meet Amy O’Shaughnessy, a compassionate and dedicated Mortgage Adviser at Wise, who has created and built the Wise brand with Kit since 2017, but has been making a positive impact in the financial services industry since 2006. With over a decade of experience as a mortgage broker, she has honed her skills in providing tailored and personalised solutions to her clients . . .
