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 it did so and what the accolade means
Briefly, How Would You Describe The Service You Offer?
Our team of highly qualified and experienced financial planners, technical analysts and administrators offer a range of services to suit a client's circumstances. We carry out a full review of their financial situation, provide a financial plan to meet their future goals, reorganise existing financial arrangements and provide an ongoing management and review service.
The planning services we offer to new and existing clients include pre-retirement accumulation, post-retirement decumulation, investments, inheritance, tax and protection. Clients include individuals, couples, families, trustees and groups of directors. We try to give the type of advice we would want to receive ourselves if we were not financial professionals, and avoid jargon as much as possible.
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