Expert Financial Planning & Investment Management in Oxfordshire – Here for Your Future

At Wise Investment, we are dedicated partners in your financial journey. We are committed to delivering you the best service and strong, long-term, investment returns.

Our Services

Our financial planning team takes a personalised approach, working closely with you to review, manage, and optimise your financial future.

Financial Planning

Your dedicated financial planner will take the time to get to know you, and understand your current financial situation, aspirations, and long-term objectives. We can help structure your finances for stability, growth, income and security.

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Investment Management

We develop strategic investment plans based on your specific financial goals and tolerance for risk. Our expert team will guide you in selecting the most suitable investment strategy for your circumstances, maximising returns while managing the risk.

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Since 1992, we have been committed to providing our clients with the kind of financial advice we would want to receive ourselves.

At Wise Investment, we are proud to be an employee-owned business, where each member of our team has a personal stake in our success. This entrepreneurial spirit drives us to build long-term relationships, ensuring that every client receives dedicated, high-quality financial guidance through the generations.

Our team’s stability means you’ll always have a familiar, trusted contact who understands your financial goals and history. Like a family business, we go the extra mile – providing personalised service, proactive financial management, and expert advice tailored to your needs.

Research shows that employee-owned businesses tend to be more successful, competitive, and sustainable, and we see this reflected in our client relationships. As stakeholders in your financial success, our team is personally invested in providing the highest level of service, care, and expertise.

About Us

Lifetime Financial Planning – From Childhood to Retirement

Comprehensive lifetime financial planning isn’t just about your future – it’s also about securing the financial future of your loved ones. Whether planning for retirement, children’s education, or wealth preservation, we offer tailored financial solutions to help you achieve your long-term goals.

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DISCRETIONARY PORTFOLIO MANAGEMENT

We specialise in long-term investment strategies, carefully curating diverse investment portfolios designed to align with your objectives and risk appetite. Our proactive approach ensures your investments remain optimised for growth while managing market fluctuations.

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