News & Views
News
Generational Wealth in the Modern Age
Generational wealth or inter-generational wealth is a concept that you've possibly heard before. Typically, it refers to wealth passed down through generations. Since humans began claiming land, then money, then...
News
Saving for future generations with a ‘Junior Individual Savings Account’ (JISA)
Thinking of saving for your children or grandchildren? You may be thinking about university costs, driving lessons or a deposit on their first home. A ‘Junior Individual Savings Account’ (JISA)...
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Model Portfolio Fact sheets
Please see below for links to PDFs of the Balanced, Cautious, Defensive, Ethical Balanced, Ethical Growth, Growth and Income Model Portfolio Fact sheets.
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Wise Investment "Spin the Charity Wheel"
At Wise Investment, we try and support our local community as much as possible. To us, making charitable donations and volunteering is part of our business and who we are...
