Articles by Alex Rae
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Spring Newsletter
We’re pleased to release our Spring Newsletter. Download the pdf to learn more about our view on the investment market, our latest charity update, the client portal and an introduction...
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Autumn Newsletter
We’re pleased to release our Autumn Newsletter. Download the pdf to learn more about our view on the investment market, our latest charity update, and an introduction to our Operations...
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Oak Investment Partnership Demerger
From July 2021 the current company structure of which Wise Investment is currently a part is demerging. The “Oak Investment Partnership” currently contains the three subsidiaries; Wise Investment, Wise Funds...
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January Client Newsletter
2020 was a very difficult year for so many people and it feels almost odd to write to you all and say Happy New Year. However, I do hope that...
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Wise Investment Carbon Offset Initiative | Chipping Norton School & Woodland Trust
At the core of most investor motivations, there is a focus on the future. We want to invest wisely so that we can enjoy prosperous years ahead, making our money...
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Pensions for Business Owners
A webinar with Angus Aston and Ian Peters of Whitley Stimpson discussing how business owners can use their pensions.
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Pensions : A Tool For Life.
Presentation by one of our Financial Planners, Angus Aston and Ian Parker from Whitley Stimpson on Pensions.
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Covid 19 - Business Continuity
During this worrying time, I want to reassure all our clients that Wise Investment is very well placed to continue looking after you and the investments you have with us.
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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...
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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...