A letter from Anna, our CEO

The Wisdom Council understands your world. We built careers in the world’s leading financial services companies before moving into consultancy and, as a specialist team, work right across the (unnecessarily complex) financial services value-chain.

We understand consumers across all walks of life. You name them, we know what makes them tick – life stage, gender, wealth, financial sophistication.

We believe that consumer-centric macro and micro trends will only be intensified in these uncertain times – values-driven consumers are increasingly demanding options that don’t harm the planet and its people; an increased desire for transparency, accountability and value for money; the impact of technology on our everyday lives; once in a lifetime generational wealth transfer; and the sheer pace of innovation to mention but a few.

As a result, we won’t stand still. We remain committed to investing in R&D, technology and innovation – continually looking for better ways to understand and engage consumers both individually and at scale.

We don’t believe in one-size-fits-all solutions. Ensuring that we understand your evolving needs and objectives and delivering value is of the utmost importance to us.

Our clients have told us they value our integrity and partnership approach. This is demonstrated by the trust placed in us to look after their most important asset, their customers.

We are excited by the opportunity to break new ground with our new and existing communities of consumers, as well as building networks within the industry. Developing and growing their scale and geographic reach so that together we can make a real difference to people’s lives.

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We believe that the finance industry can play a significant role in addressing today’s social and environmental challenges. Working collaboratively across the industry, we play our part in the transition to a more sustainable future.

The Wisdom Council

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