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...

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)...

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...

100 cars, 1 amazing weekend.

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...

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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How a bright idea in the staff kitchen one morning lead to the company chairman coming to work dressed as a woman!

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...