Head Office

Address The Great Barn, Chalford Park BarnsOxford RoadChipping NortonOxfordOX7 5QR
https://wiseinvestment.co.uk alex@wiseinvestment.co.uk
01608 695 100

Service Types

Discretionary ServicesComprehensive Financial PlanningFinancial Advice

Investment Types

Corporate BondsFundsInvestment TrustsISAsJunior ISAsSelf-Invested Personal Pension


Firm Overview

Wise Investment offers financial planning and investment management services including:
• Pensions and Retirement Planning,
• Life Insurance and Family Protection,
• Inheritance Tax and Estate Planning,
• Tax Planning, Lifetime Financial Planning,
• Discretionary Portfolio Management,
• Model Portfolio Service.
For over 30 years, our values have shaped our services to personally manage and monitor your investment objectives, creating long-term relationships that span generations. At the core of our business is quality and excellence, and our team of highly qualified investment and financial planning professionals are wholeheartedly committed to giving our customers the best possible service and attractive long term investment returns.

Branches

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The Great Barn, Chalford Park Barns Oxford Road Chipping Norton Oxford OX7 5QR 01608695100