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 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.

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

Latest News

News
14 Nov, 2017

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...

By Heidi
News
09 Jun, 2017

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...

By Angus
News
03 May, 2017

Tax on Dividend Income

From the 2016/17 tax year, the taxation of dividend income changed significantly from the previous rules.

By Angus
Subscribe to our newsletter

Register to receive regular market views and commentary from our investment team by email

CLOSE

Search