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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.

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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.

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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.

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Latest News

News
10 Apr, 2020

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...

By Heidi
News
05 Apr, 2020

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...

By Robert
News
27 Mar, 2020

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.

... By Alex
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