About Us Our Services News & Views Contact WISE CLIENT PORTAL LAUNCHED WRITTEN BY CHRISR, 23 APRIL 2021 SHARE We're pleased to announce that the replacement for Pershing's Client Portal has now been launched. This can be accessed through My Wise Investment. If you are a client of Wise Investment and you'd like to sign up to this service please get in touch with your adviser or give us a call. SHARE TOPICS News ARCHIVED ARTICLES Choose year 2021 AUTHORS Alex Rae Chris Rigbye Claire Burrows David Burrell Heidi Sparkes Jamal Moche Jo Radcliffe Joseph Cooper Justin Roake Robert Blinkhorn RELATED 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.

About Us Our Services News & Views Contact MODEL PORTFOLIO FACT SHEETS WRITTEN BY ROBERT, 22 NOVEMBER 2021 SHARE Please see below for links to PDFs of the Balanced, Cautious, Defensive, Ethical Balanced, Ethical Growth, Growth and Income Model Portfolio Fact sheets. 2021 10 Defensive Model Portfolio Factsheet Pershing 2021 10 Cautious Model Portfolio Factsheet Pershing 2020 10 Balanced Model Portfolio Factsheet Pershing 2021 10 Ethical Balanced Model Portfolio Factsheet Pershing 2021 10 Growth Model Portfolio Factsheet Pershing 2021 10 Ethical Growth Model Portfolio Factsheet Pershing 2021 10 Income Model Portfolio Factsheet Pershing SHARE TOPICS News ARCHIVED ARTICLES Choose year 2021 AUTHORS Alex Rae Chris Rigbye Claire Burrows David Burrell Heidi Sparkes Jamal Moche Jo Radcliffe Joseph Cooper Justin Roake Robert Blinkhorn RELATED 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.