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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
14 Jan, 2019

Oak Investment Partnership awarded Highly Commended ‘Employee Owned Business of the Year’

Oak Investment Partnership awarded Highly Commended ‘Employee Owned Business of the Year’

By Heidi
Investment Management
07 Jan, 2019

Balanced, Cautious, Ethical, Growth and Income Model Portfolio Factsheets

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

By Robert
News
21 Dec, 2018

Christmas 2018 - Office Opening Hours

Please be aware that the Wise Investment Office will close at 17:00 on 21st December and re-open at 9:00 on 2nd January.

By ChrisR
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