We are passionate about the importance of lifetime financial planning. For every stage in life, from childhood through to retirement, there’s a solution suitable for everyone.

Planning for the next generation

Lifetime financial planning covers not only your generation but also those that follow. It’s natural for us to want to help our children and grandchildren and provide for their futures. Your personal Financial Planner will advise on the range of solutions available to help you provide the support you would like, whether that is Junior ISAs, inheritance tax planning, provision for university fees, first home deposits, weddings, or retirement.


Cashflow modelling is a useful tool to help forecast your future financial requirements. It illustrates how much money you could have in the future and how this aligns with your goals and aspirations.

It can also be used to identify potential financial gaps and to help you understand the importance of planning how to provide income from your pensions and investments in retirement.


We never charge for an initial meeting and there is no obligation to use our services if you don’t think our services are right for you.

  • Long-term financial advice for you and your family

  • Solutions designed to match your current means and future goals

  • Forecasting your financial future with cashflow modelling

  • Download a copy of our Fee Schedule

To speak with one of our Lifetime Financial Advisors give us a call on 01608 695100 OR GET IN TOUCH

Here at Wise Investment, we are one big happy family.

Since 1992, we have helped families grow and we continue to help their children, and some friends too, to make wise investment choices in Financial Planning and Wealth Management.

As an employee-owned business, our people each own a share in Wise Investment. Our staff have the entrepreneur spirit – they share the success of Wise Investment, its reputation and longevity.

Our people stay with us, and you’ll have a regular contact who knows your account. Like a family business, we go above and beyond to look after our customers, personally managing your objectives and providing the best service.

About us


We’ve been helping generations of families manage their investments since 1992. Contact us today to discover what makes us unique.

Call us on: 01608 695100 Or email at: