Our People
Our experienced and qualified staff will go above and beyond to work with you to provide the best service and achieve your goals.
Meet the Wise Team
As an employee-owned business, our people each own a share in Wise Investment. This means we all have a vested interest in the success, reputation, and longevity of Wise Investment.
We run our business ethically, making sure to be open, honest, and straight-talking.
Directors
Alexandra
Rae
Chief Executive Officer
Rae
Angus
Aston
Director and Senior Financial Planner
Aston
James
Payne
Director and Senior Financial Planner
Payne
Robert
Blinkhorn
Chief Operating Officer
Blinkhorn
Financial planning
Angus
Aston
Director and Senior Financial Planner
Aston
David
Burrell
Financial Planner
Burrell
David
Jones
Head of Financial Planning
Jones
Jamal
Moche
Financial Planner
Moche
James
Payne
Director and Senior Financial Planner
Payne
Joanna
Campbell-Meiklejohn
Financial Planner
Campbell-Meiklejohn
Joe
Cooper
Chartered Financial Planner
Cooper
Natascha
Cavers
Financial Planner
Cavers
Paraplanning
Andrew
Reed
Head of Paraplanning
Reed
Heidi
Woźniak
Paraplanning Team Leader
Woźniak
Holly
Switalski
Paraplanner
Switalski
Justin
Roake
Paraplanner
Roake
Leeann
Taylor
Paraplanner
Taylor
Administration
Eloise
Harvey
Head of Administration
Harvey
Emma
Bodily
Client Services Administrator
Bodily
Laura
Wallington
CLIENT SERVICES ADMINISTRATOR
Wallington
Megan
Blindell
Client Services Administrator
Blindell
Michelle
Badejo
Administration Team Leader
Badejo
Siobhan
Johnson
Senior Client Services Administrator
Johnson
Will
Brown
Client Services Administrator
Brown
Operations team
Chris
Kerridge
Operations Technician
Kerridge
Claire
Burrows
Senior Operations Technician
Burrows
Heather
Cooper-Harris
Head of Operations
Cooper-Harris
Kim
Hobday
Operations Technician
Hobday
Laura-Jane
Higgins
Operations Technician
Higgins
Business Support
Holly
Stowe
Receptionist
Stowe
Jo
Radcliffe
Social Media & Marketing Coordinator
Radcliffe
Katie
Adams
Finance Manager
Adams
Ruth
Derbyshire
Executive Assistant/Office Manager
Derbyshire
Investment Management
Tom
Partridge
Investment Analyst
Partridge
William
Geffen
Head of Investment Management
Geffen