What departments does Wise Investment | B Corp™ have?

Wise Investment | B Corp™ has employees across 8 departments including Operations, Business, Finance, Administrative, Customer Success.

What is the largest department at Wise Investment | B Corp™?

The largest department at Wise Investment | B Corp™ is Finance with 7 employees.

Where are Wise Investment | B Corp™ employees located globally?

Wise Investment | B Corp™ has employees across 4 continents and 6 countries including Uganda, India, Nepal, United Kingdom Of Great Britain And Northern Ireland, Netherlands.

How has Wise Investment | B Corp™'s team size changed over time?

Wise Investment | B Corp™'s team has decreased from approximately 73 to 38 employees based on available data.

Wise Investment | B Corp™ Employee Directory

Financial ServicesEngland, United Kingdom11-50 Employees

Wise Investment is a London, England-based financial services firm with roots in the Chipping Norton area dating back to 1992. It operates as an independent, employee-owned company, guided by a team of qualified investment and financial planning professionals who aim to understand clients' aspirations and objectives to support long-term planning. The firm offers investment management and comprehensive financial planning, including retirement, inheritance tax planning, personal, family and business protection, and tax planning and trusts.

It maintains a strong community focus, emphasizing relationships with local providers and support for local projects. In April 2026, Wise Investment was certified as a B Corporation, signaling adherence to broader social and environmental standards.

Wise Investment | B Corp™ Global Highlights

Europe
47

United Kingdom Of Great Britain And Northern Ireland
46
Netherlands
1

North America
9

United States Of America
9

Asia
5

India
4
Nepal
1

Africa
1

Uganda
1

Wise Investment | B Corp™'s Leadership

A. R.
Chief Executive Officer
Mobile Phone
Email
R. B.
Chief Operating Officer
Mobile Phone
Email
W. G.
Head Of Investment Management
Mobile Phone
Email
D. J. C. A.
Head Of Financial Planning
Mobile Phone
Email
L. T.
Head Of Paraplanning
Mobile Phone
Email
E. J.
Head Of Administration And Paraplanning
Mobile Phone
Email
S. D.
Owner
Mobile Phone
Email
F. S.
Small Business Owner
Mobile Phone
Email

Wise Investment | B Corp™ Employee Metrics

100%

50%

0%

2026

2025

Finance
Administrative
Consultant
Operations
Analytics
Other
Business
Banking
Branding
Community & Social Services
Entrepreneurship

Contact profiles from Wise Investment | B Corp™

Name

Title

Contact Info

Location

Last Update

A. R.
Chief Executive Officer
Mobile Phone
Email
United KingdomEngland
Apr 27, 2026
R. B.
Chief Operating Officer
Mobile Phone
Email
Apr 14, 2026
S. D.
Owner
Mobile Phone
Email
IndiaOdisha
Aug 09, 2025
F. S.
Small Business Owner
Mobile Phone
Email
Oct 23, 2024
T. L. B.
General Partner
Mobile Phone
Email
NetherlandsNorth Holland
Mar 24, 2026
W. G.
Head Of Investment Management
Mobile Phone
Email
United KingdomEngland
Apr 16, 2026
D. J. C. A.
Head Of Financial Planning
Mobile Phone
Email
United Kingdom
Oct 17, 2025
L. T.
Head Of Paraplanning
Mobile Phone
Email
United KingdomEngland
Apr 13, 2026
E. J.
Head Of Administration And Paraplanning
Mobile Phone
Email
United KingdomEngland
Apr 13, 2026
H. C.
Client Services Manager And Service And Propositions Director
Mobile Phone
Email
United KingdomOxfordshire
Jan 31, 2024

Frequently Asked Questions

What is Wise Investment | B Corp™ known for?

Wise Investment | B Corp™ was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in London, England ox7 5qr United Kingdom; you can contact the main corporate office by phone at

+44-1608-64****

. Explore Wise Investment | B Corp™'s company overview page for more information.

What is Wise Investment | B Corp™'s most common email format?

Wise Investment | B Corp™ employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wise Investment | B Corp™ email formats with LeadIQ.

How many employees does Wise Investment | B Corp™ have currently?

Wise Investment | B Corp™ has approximately 38 employees as of May 2026. These team members are located across 4 continents, including EuropeNorth AmericaAsia.

Who are Wise Investment | B Corp™'s key employees and leadership?

As of May 2026, Wise Investment | B Corp™'s key employees include:

Chief Executive Officer: A. R.
Chief Operating Officer: R. B.
Head Of Investment Management: W. G.
Head Of Financial Planning: D. J. C. A.
Head Of Paraplanning: L. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Wise Investment | B Corp™ Employee Directory

Find Wise Investment | B Corp™ employees' phone numbers or email addresses

Name search is limited — try advanced search instead