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

At Wise Investment, we’ve built our reputation on the foundation of quality and excellence. As an independent, employee-owned business, we take great pride in getting to know each of our clients. By understanding their long-term financial goals and objectives, we can provide personalised advice and strategies that ensure lasting success.

Our team of highly qualified investment and financial planning professionals are dedicated to providing you with the best possible service. Whether you’re planning for retirement, managing your investments, or looking for financial guidance, we are committed to helping you achieve attractive long-term returns while navigating the complex world of finance.

Our independence allows us to offer unbiased, objective advice, tailoring our services specifically to meet your unique needs. We are more than just financial advisers; we are trusted partners in securing your financial future.

Meet the team

Community

Since 1992, we have been proudly based in Chipping Norton, Oxfordshire. Our local community is at the heart of everything we do. We are committed to using local providers wherever possible and supporting projects that benefit our community as a whole.

We believe in building strong, lasting relationships – not just with our clients, but with the people and businesses in our area. By staying closely connected to our roots, we ensure that we remain a trusted part of the local landscape.

Community

What makes us unique

What sets Wise Investment apart is our status as an employee-owned business. Every member of our team is a business partner, fully invested in the success of the company and the satisfaction of our clients. This model enables us to maintain our independence and ensure that every client receives the highest level of service and personal attention.

Employee-owned businesses tend to be more successful, sustainable, and competitive. Our staff stay longer, allowing you to work with the same dedicated professionals who truly understand your financial situation. At Wise Investment, you are never just a number – you’re a valued partner.

Employee Ownership