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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 5th January 2009. 

 

Latest News!
Including:

 

* New Star Asset Management - Update by Tony Yarrow

 

* TB Wise Fund Reports under 'Fund Management' Section.

 

 Also,
Tony's Blogs  -Updated 23rd December 2008.     
* David's Blogs -Updated 1st December 2008


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, Trading as Wise Investment, Registered office, Broadstone Grange etc, and Registered in England No 4970458.

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