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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.

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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.

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 if we were not financial professionals, and avoid jargon as much as possible.

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Discretionary Fund Management

With our Discretionary Investment Service, you 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.

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Latest News

News
18 Jul, 2018

On winning 'Best Financial Advisers to Work for'

Wise Investment was one of 12 companies to make the grade in PA's 2018 'Best Financial Advisers To Work For' survey. Here the Oxfordshire-based firm offers an insight into how...

By Alex
Investment Management
05 Jul, 2018

Balanced, Growth, Income, and Cautious Model Portfolio Factsheets

Please see below for links to PDFs of the Balanced, Growth, Income, and Cautious Model Portfolio Factsheets.

By Robert
Investment Management
03 May, 2018

Quarterly Market Review, Q1 2018

Fears over rising inflation and the potential for the traditional response of higher interest rates being applied by central bankers took its toll on portfolio returns in the first three...

By Robert
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