About Wise Investment

History and Principles

Wise Investment was established by Tony Yarrow in Oxfordshire in 1992. Our aim has always been to help private individuals manage their investments and financial affairs.

We focus on building long-term relationships with our clients, rather than selling products to them, and we have grown steadily over the years thanks mainly to recommendations from existing clients. Our team of twenty staff now manage approximately £195m (March 2012) of client money from our two offices in Oxfordshire and Berkshire. Wise is a financially secure, independent and owner-run business. Our ambition is to provide a high quality and continually improving service to our clients.

Client Testimonials

All of the comments below are extracts from client testimonials or thank you letters:

“Impeccable service with fantastic staff, always so friendly and helpful.”

“Your advice and support has been invaluable and your expertise and persistance have added great value to my portfolio’s worth.”

“Whichever member of staff one deals with, one is treated with charm and courtesy – rare commodities these days.”

“The whole Wise experience is a pleasure, and I am grateful to all concerned.”

“Wise’s degree of integrity is a rarity in the financial services field and speaks for itself.”

“My current prosperity is in no small way due to the excellent advice and care that I have received from Wise Investment.”

“We have never felt under any pressure and any advice we have received has clearly been made with our best interests in mind.”

“Wise took time to understand what was important for us and I don’t think you necessarily get that with a larger company.”

“As Wise has grown, Tony has been very particular to employ staff who hold the same company ethos as Wise. This has been important so that we feel confident about the advice they give us.”

” We were so impressed with Tony and his integrity that we moved our personal finances with him when he started up Wise, so we are probably one of his oldest clients. Over the years we have introduced at least 10 clients to Wise; some friends and family, some business colleagues.”

“My first advice from the company was in 1992 when I inherited a large sum of money. I have been with them ever since. Not only have they performed exceptionally well for me, but they have also guided me through the ‘ups and downs’ of life.”

“Wise has always been a solid rock in troubled times’

“What I personally like about Wise is that nothing is too much trouble; whether you are investing £1,000 or £100,000, they go out of their way to be helpful. If they do get something wrong, they hold their hands up and admit it and then work hard to rectify it. Not many companies will do that these days.”

“The administration team are patient and efficient and go out of their way to be helpful.”

Broadstone Estate

All of the imagery on the website is photography from Broadstone Estate, the location of our Oxfordshire head office.