News & Views
Investment Management
Balanced, Cautious, Ethical, Growth and Income Model Portfolio Factsheets
Please see below for links to PDFs of the Balanced, Cautious, Ethical, Growth and Income Model Portfolio Factsheets.
News
EOA Regional Networking Event
As an employee owned business we encourage everyone to attend events arranged by the Employee Ownership Association and in particular their quarterly networking events.This gives everyone an opportunity to learn...
News
SpecialEffect - The gamer's charity
Wise Investment recently did a fundraising event for Special Effect which is an amazing charity local to us but helping people all around the UK.These clips really show the impact...
News
On winning 'Best Financial Advisers to Work for'
Wise Investment was one of 12 companies to make the grade in PA's 2018 'Best Financial Advisers To Work For' survey. Here the Oxfordshire-based firm offers an insight into how...