Welcome to Wise Investment online

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

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.

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Latest News!
Including:

* Wise Income - Portfolio Update May '08

* Wise Investment - Portfolio Update May '08

* 'Ahead of the Game' - Article from the 'Professional Adviser'

* The Wise Mission Statement

* Capital Gains Tax from April '08
* Changes to your Personal Pensions from April '08
* Changes to your PEPs & ISAs from April '08

 

Also,

* Tony's Blogs  -Updated 4th July 2008.     
* David's Blogs -Updated 11th June 2008
* TB Wise Income Dividends -Updated 16th June 2008

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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 wise@wiseinvestment.co.uk

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