Please see below for links to PDFs of the Balanced, Cautious, Ethical, Growth and Income Model Portfolio Factsheets.

Oak Investment Partnership awarded Highly Commended ‘Employee Owned Business of the Year’

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...

Fears over rising inflation and the potential for the traditional response of higher interest rates being applied by central bankers took its toll on portfolio returns in the first three...

On a chilly November morning, The Hilton Metropole in Birmingham hosted the 12th EOA Annual Conference;  a full on two day where 680 employee owners from across the UK meet...

In September we hosted a Seminar for our clients at the Tythe Barn near Bicester. The Seminar, which occurs every 18 months was, as always, an excellent chance for us...