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.
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.Find out more
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.Find out more
Wise Investment Seminar 2017
In September we hosted a Seminar for our clients at the Tythe Barn near Bicester. The Seminar, which occurs every 18 months was, as always, an excellent chance for us...
UK Election 8th June 2017
As events have shown us over the last twelve months, things don’t always turn out quite as expected. This has certainly proved to be the case for Theresa May this...
Tax on Dividend Income
From the 2016/17 tax year, the taxation of dividend income changed significantly from the previous rules.