08 Nov, 2019

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.

By Robert
04 Oct, 2018

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...

By Heather
03 Sep, 2018

Twin Town Challenge 2018

100 cars, 1 amazing weekend.

By Admin
24 Jul, 2018

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...

By Alex
18 Jul, 2018

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...

By Alex
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