We are fee-based Independent Financial Advisers (IFAs). We can give advice on the whole of your financial affairs including pensions and investment, inheritance tax planning, life and health insurance policies, tax, building societies and bank accounts.
|Address||The Long Barn, Chalford Park Barns|
|Phone Number||01608 695100|
Products & Services
Our team of highly qualified and experienced financial planners, technical analysts and administrators are able to offer a range of services to suit your current circumstances. We are able to carry out a full review of your financial situation, provide a full financial plan to meet your future goals, reorganise your existing financial arrangements, and provide a full ongoing management and review service.
From Our Website
Because we're co-investors, you can be sure we're in this together, every step of the way. Like slow-cooking, our long-term value approach requires patience but ultimately delivers better results. Over time, we forge strong, enduring relationships with our investors. We strive to be open, honest and straight talking and make sure we run our independent, employee-owned business ethically. We offer a range of financial planning services from an overall review of your financial affairs (including a review of existing investments for new clients) to retirement planning, inheritance planning, tax planning and arranging insurance policies.
Wise Investment is an independent, employee-owned wealth management and financial planning business. Since the company was founded in 1992, we have provided financial advice and investment management solutions to private clients. Quality and excellence sit at the core of our values and our team of experienced, qualified investment and financial planning professionals are committed to giving you the best service and attractive long-term investment returns. We want to provide you with a service that is tailored to your requirements.