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 Portfolio Management
With our Discretionary Investment Service, having agreed your investment objectives and attitude to investment risk you then 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
Who we all are and what we all do
There are quite a few of us working at Wise. You may have been on the ‘Our People’ section of our website, or seen a particular team mentioned in our...
May 2021 Newsletter
Please click on the May 2021 Newsletter link at the bottom of this page to download and read the pdf version of this newsletter.
Intergenerational Wealth | Grandchildren Perspective
Although children cannot realistically start thinking about inter-generational wealth and contributing to it in their young years, it doesn't mean that it shouldn’t be discussed with them and planned for...