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
Adapting to working from home
Though we take it for granted in normal circumstances, human beings are highly adaptable creatures. In so many ways, life as we knew it just a few short weeks ago...
Covid 19 - Commentary
There are very few individuals alive today that have previously experienced a global flu pandemic. The last virus that had similar breadth was Spanish Flu which lasted from the beginning...
Covid 19 - Business Continuity
During this worrying time, I want to reassure all our clients that Wise Investment is very well placed to continue looking after you and the investments you have with us....