Wise Investments Ltd

Independent Financial Adviser  The Long Barn, Chalford Park Barns, Kidlington, Oxfordshire, OX5 2JG
check
FCA authorised
Last authorised 3rd August 2020
We give the type of advice we would want to receive ourselves if we were not financial professionals, and avoid jargon as much as possible. Over time, we forge strong, enduring relationships with our investors. We strive to be open, honest and straight talking and make sure we run our independent, employee-owned business ethically.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Meet our advisers
David Burrell
About us

An independent, employee-owned company established in 1992 and based in Oxfordshire.

Our services

We offer a range of financial planning services from an overall review of your financial affairs (including a review of existing investments for new clients) to retirement planning, inheritance planning, tax planning and arranging insurance policies.

Because we’re co-investors, you can be sure we’re in this together, every step of the way. Like slow-cooking, our long-term value approach requires patience but ultimately delivers better results.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Wise Investments Ltd offers independent investment management and financial planning advice, and is authorised and regulated by the Financial Conduct Authority. FCA no. 230553
Wise Investment is a trading brand of Wise Investments Ltd.
Registered Office: The Long Barn, Chalford Park Barns, Oxford Road, Chipping Norton, Oxfordshire, OX7 5QR. Registered in England 4970458

The Long Barn, Chalford Park Barns, Oxford Road, Chipping Norton, Oxfordshire, OX7 5QR

Similar advisers near you

Independent Financial Adviser 0.68 mi
High quality financial advice for Personal, Business and Trustee clients.
 
Restricted - whole of market 0.68 mi
Your personal wealth. Our personal responsibility.
 
Independent Financial Adviser 2.86 mi
Our overall objective is to assist you in retaining your wealth, and to achieve financial growth via sound financial planning.
 
Independent Financial Adviser 2.87 mi
Our aim is to help clients meet their financial goals and aspirations by offering comprehensive, clear and straightforward advice.