INVESTMENT MANAGEMENT FOR YOUR SECURITY
Having established clear financial goals for the future, our Investment Management services can help you realise them.
We help our clients manage their money and assets so they can realise a wide range of ambitions – from a retirement cottage on the coast to covering school fees – we help find the financial solutions for every stage of your life.
PORTFOLIO MANAGEMENT PAIRED TO YOUR FINANCIAL PLANS
Working with you, we design and manage an investment portfolio that is tailored to achieving your financial goals and takes into account your attitude to investment risk. We understand that no two people are the same, and that’s exactly how we advise you, as an individual.
WHAT WE OFFER
Have a look at our investment management services in more detail, then get in touch with one of our helpful Financial Planners who can arrange an initial consultation to discuss your specific requirements.
Discretionary Portfolio Management
We design and manage a bespoke investment portfolio, tailored to your specific financial goals and attitude to investment risk.Find out more
MODEL PORTFOLIO SERVICE
Our model portfolio service offers a range of investment packages designed to suit most clients and their risk appetite. This is truly uncomplicated investing.Find out more
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