• 06 Aug, 2018

    Balanced, Cautious, Growth, and Income Model Portfolio Factsheets

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

    By Robert
  • 24 Jul, 2018

    SpecialEffect - The gamer's charity

    Wise Investment recently did a fundraising event for Special Effect which is an amazing charity local to us but helping people all around the UK.These clips really show the impact...

    By Alex
  • 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
  • 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
  • 13 Mar, 2018

    Market View Q4 2017

    By Robert
  • 21 Dec, 2017

    Employee Ownership Conference 2017

    On a chilly November morning, The Hilton Metropole in Birmingham hosted the 12th EOA Annual Conference;  a full on two day where 680 employee owners from across the UK meet...

    By Heidi
  • 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
  • 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
  • 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
  • 09 Mar, 2017

    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...

    By Admin
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