Wise Investment: Here for the long term
As an employee owned business we are all here for the long term together with our clients. Everyone that works at Wise Investment is an owner and this means we are involved in every step of the business journey which creates engagement and commitment to the company and its clients. This is very valuable to us and means that as clients you will be dealing with people who are here for the longer term and who goes the extra mile to look after you.
Wise Investment offers financial planning and investment management services including:
- Pensions and Retirement Planning,
- Life Insurance and Family Protection,
- Inheritance Tax and Estate Planning,
- Tax Planning, Lifetime Financial Planning,
- Discretionary Portfolio Management,
- Model Portfolio Service
For over 30 years, our values have shaped our services to personally manage and monitor your investment objectives, creating long-term relationships that span generations. At the core of our business is quality and excellence, and our team of highly qualified investment and financial planning professionals are wholeheartedly committed to giving our customers the best possible service and attractive long term investment returns.
Past performance in not an indication of future performance. Any investments you make and any income, can go down as well as up - you might not get back the full amount invested.
Wise Investments Limited is authorised and regulated by the Financial Conduct Authority, FCA no. 230553.
01608 695 100
The Great Barn, Chalford Park Barns,
Chipping Norton, OX7 5QR