Wise Investment

Wise Investment is an employee-owned financial planning and investment management firm that has been operating since 1992. They provide financial solutions to assist clients in achieving their financial goals.
  • Tax Planning
  • Financial Planning
  • Investment Management
  • Model Portfolio Service
  • Lifetime Financial Planning
  • Pensions and Retirement Planning
  • Discretionary Portfolio Management
  • Inheritance Tax and Estate Planning
  • Life Insurance and Family Protection
Size
Small
Phone
N/A
Website
wiseinvestment.co.uk
Email
N/A
Locations
The Great Barn, Chalford Park Barns, Oxford Road, OX7 5QR
01608695100
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Wise Investment is operated by Wise Investments Ltd and is a Active company incorporated on 20 November 2003 with the registered office located in Chipping Norton, Oxfordshire. Wise Investments Ltd was registered 21 years ago.
Status
Active
Size
Small
Directors
5
Age
21 years old
Employees
37
Turnover
£4.31M
Total Assets
£4.63M
Cash in Bank
£3.97M
Total Liabilities
-£578.23K
Mrs Alexandra Evelina Rae
Director • Chief Executive • Swedish • Lives in England • Born in Jul 1980
Mrs Gillian Michelle Robson
Director • Non Executive Director • British • Lives in England • Born in Jan 1966
Mr James Payne
Director • Senior Financial Planner • British • Lives in England • Born in Dec 1972
Mr Angus Michael Gordon Aston
Director • Senior Financial Planner • British • Lives in England • Born in May 1973
Mr John Robert Blinkhorn
Director • Chief Operating Officer • British • Lives in England • Born in May 1972
Wise Investments Employee Ownership Trustee Limited
PSC
More information on Wise Investments Ltd