Wise Investment is an independent, employee-owned wealth management and financial planning business based in Oxfordshire. Since the company was founded in 1992, we have provided financial advice and investment management solutions to private clients. Quality and excellence sit at the core of our values and our team of experienced, qualified investment and financial planning professionals are committed to giving you the best service and attractive long-term investment returns.
We want to provide you with a service that is tailored to your requirements. We believe our role is to be your guide through the complexities of the financial world, allowing you to focus your time on other things that matter to you.
To do this effectively, we believe it is important to develop long-term relationships with our clients. This helps us ensure as far as possible that your objectives and requirements are met and the agreed plan stays on track.