News
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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...
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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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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...
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Twin Town Challenge 2018
100 cars, 1 amazing weekend.
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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...
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Brexit: Initial Comment
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Fund Raising Fancy Dress Day
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Employee Ownership Conference
Last month saw the annual Employee Ownership Association Conference and Awards dinner. The event was held over two days with opportunities to get to know other employee owners and companies...