About Wise Investment

For over 30 years, our values have shaped our services. We are committed to creating long-term relationships that span generations.

Quality and Excellence

As an independent, employee-owned business, we take great pride in getting to know each of our customers, exploring their long term goals and objectives. At the core of our business is quality and excellence, and our team of highly qualified investment and financial planning professionals are wholeheartedly committed to giving our customers the best possible service and attractive long-term investment returns.

Meet the team


Since 1992 we have been based in and around Chipping Norton and our local community is very important to us as a business. We use local providers where we can and we also support various projects that benefits everyone locally.


What makes us unique

Wise Investment is an employee-owned business, which means the Wise team are all business partners. We pride ourselves on being independent and being employee-owned helps to secure our ongoing independence.

Employee-owned businesses are often more successful, competitive, profitable and sustainable. Staff stay for longer, meaning you will have a regular contact who knows your account, not just a voice at the end of the line.

Employee Ownership