What departments does Wise Investment | B Corp™ have?

Wise Investment | B Corp™ has employees across 9 departments including Entrepreneurship, Operations, Finance, Administrative, Customer Success.

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

The largest department at Wise Investment | B Corp™ is Administrative with 6 employees.

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

Wise Investment | B Corp™ has employees across 3 continents and 3 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

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

Wise Investment | B Corp™'s team has decreased from approximately 73 to 41 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
43

United Kingdom Of Great Britain And Northern Ireland
43

North America
6

United States Of America
6

Asia
3

India
3

Wise Investment | B Corp™'s Leadership

A. R.
Chief Executive Officer
Mobile Phone
Email
R. B.
Chief Operating Officer
Mobile Phone
Email
A. R.
Chief Client Service Officer (ccso)
Mobile Phone
Email
W. G.
Head Of Investment Management
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

Location

Last Update

A. R.
Chief Executive Officer
Mobile Phone
Email
United Kingdom, England
Jun 29, 2026
R. B.
Chief Operating Officer
Mobile Phone
Email
Jul 20, 2026
S. D.
Owner
Mobile Phone
Email
India, Odisha
Dec 31, 2025
F. S.
Small Business Owner
Mobile Phone
Email
Oct 23, 2024
W. G.
Head Of Investment Management
Mobile Phone
Email
United Kingdom, England
Jul 20, 2026
L. T.
Head Of Paraplanning
Mobile Phone
Email
United Kingdom, England
Jul 20, 2026
E. J.
Head Of Administration And Paraplanning
Mobile Phone
Email
United Kingdom, England
Jul 20, 2026
D. S.
Director
Mobile Phone
Email
United Kingdom, Wokingham
Apr 22, 2024
H. C.
Client Services Manager And Service And Propositions Director
Mobile Phone
Email
United Kingdom, Oxfordshire
Jan 31, 2024
K. C. A. A.
Finance Manager
Mobile Phone
Email
United Kingdom, England
Jun 27, 2026

Frequently Asked Questions

What is Wise Investment | B Corp™ known for?

Wise Investment | B Corp™ was founded in 1992 and operates in the Financial Services industry. You can contact Wise Investment | B Corp™'s 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 First@wiseinvestment.co.uk. 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 40 employees as of August 2026. These team members are located across 3 continents, including Europe, North America and Asia.

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

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

Chief Executive Officer: A. R.
Chief Operating Officer: R. B.
Chief Client Service Officer (ccso): A. R.
Head Of Investment Management: W. G.
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