About Us Our Services News & Views Contact CLIENT LOGIN OUR FINANCIAL EXPERTISE LEAVES YOU TO ENJOY THE THINGS THAT REALLY MATTER. We believe in walking the walk, not just talking the talk. So we invest our own money in exactly the same funds as our clients, playing the long game, and giving market trends a wide berth. READ MORE WE'RE ALWAYS ON THE SAME RUNG OF THE LADDER AS YOU ARE Because we’re co-investors, you can be sure we’re in this together, every step of the way. Like slow-cooking, our long-term value approach requires patience but ultimately delivers better results. Over time, we forge strong, enduring relationships with our investors. We strive to be open, honest and straight talking and make sure we run our independent, employee-owned business ethically. INVESTMENT SERVICES LONG-TERM FINANCIAL PLANNING We offer a range of financial planning services from an overall review of your financial affairs (including a review of existing investments for new clients) to retirement planning, inheritance planning, tax planning and arranging insurance policies. We try to give the type of advice we would want to receive ourselves, and avoid jargon as much as possible. FIND OUT MORE DISCRETIONARY PORTFOLIO MANAGEMENT With our Discretionary Investment Service, having agreed your investment objectives and attitude to investment risk you then pass all the investment decision making over to us. This minimises paperwork and means we are able to execute any investment decisions quickly and efficiently. FIND OUT MORE LATEST NEWS NEWS 23 NOV, 2021 AUTUMN NEWSLETTER We’re pleased to release our Autumn Newsletter. Download the pdf to learn more about our view on the investment market, our latest charity update, and an introduction to our Operations... BY ALEX NEWS 22 NOV, 2021 MODEL PORTFOLIO FACT SHEETS Please see below for links to PDFs of the Balanced, Cautious, Defensive, Ethical Balanced, Ethical Growth, Growth and Income Model Portfolio Fact sheets. BY ROBERT NEWS 18 NOV, 2021 WISE INVESTMENT LAUNCHES NEW ARTICLE SERIES TO HELP SET YOU UP FOR RETIREMENT Setting yourself up for the future, for many, means a savings account, contributions to a workplace pension and trying to achieve the dream of home ownership. When looking at it... BY JO VIEW ALL ARTICLES Client Login SPONSORS OF MEMBERS OF ACCREDITED BY SUPPORTERS OF WINNERS OF Call us on 01608 695100 Copyright © 2021 Wise Investments Ltd Registered in England & Wales No 4970458 Privacy & Cookies Regulatory & Legal Wise Investment is authorised and regulated by the Financial Conduct Authority. FCA no 230553. Wise Investment Wise Investment is authorised and regulated by the Financial Conduct Authority. FCA no 230553. Registered Office: The Great Barn, Chalford Park Barns, Oxford Road, Chipping Norton, Oxfordshire, OX7 5QR. Registered in England 4970458.