Understanding Your Finances Starts with the Right Answers

Our FAQs are here to guide you through key financial topics, from investments and pensions to how we work with our clients.

Answers to Your Most Common Financial Questions

We’ve gathered some of the most common questions our clients ask about working with Wise Investment. From understanding our fees to using our secure client portal, this section provides clear, straightforward answers from our team. If you can’t find what you’re looking for, please don’t hesitate to get in touch. We’re always happy to help.

Where are meetings held?

Meetings can take place either at our office in Chipping Norton, Oxfordshire, or held remotely via video call.

What are your fees?

We use a tiered fee structure to ensure the best value for every client. This means the percentage you pay reduces as your investments grow, keeping our approach fair and transparent.

How can I send you my documents securely?

You can send documents safely using our secure online portal. It’s quick, convenient, and keeps your information fully protected.

Can I see the value of my investments?

Yes, our free online portal allows you to view the value of your investments anytime, anywhere, giving you complete visibility over your finances.

How long will the money in my pension last?

This depends on how you use your pension funds, your income needs, and market performance. Your Financial Planner can create tailored cashflow projections to help you plan with confidence.

How do I contact my Financial Planner?

Our Financial Planners are available Monday to Friday during office hours. You can contact them directly by phone or email, or via our secure online portal.