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
Tax on Dividend Income
From the 2016/17 tax year, the taxation of dividend income changed significantly from the previous rules.
Spring Budget 2017
As might have been expected, the Spring Budget was once again a fairly standard affair, with few major changes to the status quo. However, the announcement of the main Budget...
Employee Ownership Conference 2016
In November 2016, employees of Wise Investment gathered alongside over 600 delegates for the Employee Ownership Associations Annual Conference at the Birmingham Hilton Metropole near the NEC. With a wide...