Model Portfolio Service

Our model portfolios are ‘ready-made’ investment packages. We offer portfolios with a range of risk levels and objectives to suit your goals and aspirations.

We are the experts so you don’t need to be

Our model portfolios are ready-made investment packages. The main advantage of a model portfolio is the investments are monitored continually by our Investment Management team. We also have an Investment Committee which meets to discuss the markets and any fund adjustments that may be required.

Your Financial Planner will work with you to understand your long-term financial goals and aspirations, as well as what level of risk you are happy to accept.

Model Portfolio Fact Sheets

OPEN AND HONEST ADVICE YOU CAN RELY ON

You will receive regular updates and reports on your portfolio’s performance. As time progresses your goals and ambitions may change along with your attitude to risk. We are alongside you on this journey to regularly review your portfolio and make the appropriate changes to the fund selection.

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 MODEL PORTFOLIO 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