Discretionary Portfolio Management

An investment portfolio tailored specifically to you. We understand that putting your trust in someone to manage your money is a big decision, which we don’t take lightly.

Peace of mind that your money is being looked after

One of the key features of our bespoke discretionary portfolio management service is the long-term relationship between you and your personal Financial Planner.

We take a wide view of your life, financial status and what your hopes are for the future, then work with you to build an investment portfolio to help you realise your goals.

INDEPENDENT THINKING AND STEADY OF HAND

We pride ourselves on helping our clients develop investment plans to achieve their long-term financial goals. To build your portfolio we carefully blend a diverse mix of investments according to your goals and attitude to risk.

Typically, we use collective investment funds (such as unit trusts) because they give you an optimal combination of diversification and flexibility.

UNDERSTANDING RISK

No investment is entirely without risk. The value of investments can go down, as well as up. Your capital is at risk, and you may get back less than you initially invested. Past performance cannot be relied upon as a guide to future returns.

SERVICE BENEFITS

Since we founded in 1992, we’ve been managing our clients’ investment portfolios according to a strong set of principles.

  • Robustly researched high quality investment selection process

  • Investing in areas that represent good value at the time of purchase

  • Continually review investments to ensure sustained quality

  • Avoid fads and fashions in favour of steady, long-term potential

  • Download a copy of our Fee Schedule

For more information on our Discretionary Portfolio Management Service 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

CONTACT THE WISE TEAM

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: wise@wiseinvestment.co.uk