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Welcome to Wise Investment online

We are fee-based Independent Financial Advisers (IFAs) with branches in Chipping Norton, Oxfordshire and Reading, Berkshire.

We can give advice on the whole of your financial affairs including pensions and investment, inheritance tax planning, life and health insurance policies, mortgages, tax, building societies and bank accounts.

We run three investment funds, TB Wise Investment, TB Wise Active Growth and TB Wise Income.  See our Fund Management section for further details.  If you have investments in our funds you can check the prices of the units.


This website was last updated 08 February 2010. 

 
Latest News!
Including:

 * Thank you to everyone who attended our seminar.  It was a very 

   enjoyable and informative evening!  However, if you were unable to

   make  it but would like to receive a handout from the event, please

   email Kerri kerri@wiseinvestment.co.uk, or 'phone 01608 678277.

 

* Hugh Yarrow has lauched a new Income fund called Evenlode Income.  Please 

  click the link below to view the website.

  Evenlode Income

 

* Commercial Property Revisited July 2009

* New Colleagues, Summer 2009

 

* I.S.A. Regulations 2009/10

* Guide to Fund Risk Scoring

 

* Guide to Corporate Bonds

 

* Anglo Irish Bank

  

 Also,
* Tony's Blog     -  Updated 28th January 2010   
* David's Blog    -  Updated 1st February 2010


We hope you enjoy browsing the site.  It offers an overview of the factors affecting financial planning, and the wide range of tools available in today's market.  Recently updated areas include Estate Planning and Planning Retirement, following significant changes in the rules in these areas.

If you would like to discuss any aspect of your financial arrangements, or have any comment about the site, you can either call us on the numbers at the bottom of the page, or email us at becky@wiseinvestment.co.uk

Opening Hours

Normal Business Hours are 9am-5.30pm

Monday-Friday

Wise Investments Limited is authorised and regulated by the Financial Services Authority.

Wise Investments Limited trading as Wise Investment. 
Registered Office, Broadstone Grange, Broadstone Hill,

Chipping Norton, Oxon, OX7 5QL

 

Registered in England No 4970458.

 

financial advisors in oxfordshire



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Wise Investments Ltd trading as 'Wise Investment' is authorised & regulated by the Financial Services Authority