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Local Community Engagement Wise Investment prioritizes using local providers and actively supports community projects in Chipping Norton. Positioning the company as a trusted and community-focused financial service provider can appeal to local businesses and individuals looking for personalized and ethical investment solutions.

Independent & Employee-Owned Being an independent and employee-owned business, Wise Investment can leverage its commitment to quality and long-term client relationships as a unique selling point. Highlighting the company's independence and employee ownership can differentiate it from larger corporate financial firms and attract clients seeking personalized and tailored financial planning services.

Comprehensive Service Offerings With a range of services including investment management, retirement planning, inheritance tax planning, and more, Wise Investment offers a comprehensive suite of financial solutions. This diverse service portfolio presents cross-selling opportunities to existing clients and can attract new clients looking for a one-stop financial planning destination.

Highly Qualified Professionals Wise Investment boasts a team of highly qualified investment and financial planning professionals dedicated to providing exceptional service. Emphasizing the expertise and qualifications of the team can instill confidence in potential clients, particularly high-net-worth individuals and businesses seeking sophisticated financial advice and management.

Technology Integration By utilizing a modern tech stack including Craft CMS, Cookiebot, and Mailchimp, Wise Investment demonstrates a commitment to leveraging technology for efficient client communication and service delivery. Highlighting the incorporation of technology in financial services can attract tech-savvy clients looking for streamlined and digital-first financial planning experiences.

Similar companies to Wise Investment

Wise Investment Tech Stack

Wise Investment uses 8 technology products and services including Craft CMS, Cookiebot, Mailchimp, and more. Explore Wise Investment's tech stack below.

Craft CMS
Content Management System
Cookiebot
Cookie Compliance
Mailchimp
Email
FancyBox
Javascript Libraries
Priority Hints
Performance
Draftpress HFCM
Web Platform Extensions
Ninja Forms
Web Platform Extensions
Nginx
Web Servers

Media & News

Wise Investment's Email Address Formats

Wise Investment uses at least 1 format(s):

Wise Investment Email Formats	Example	Percentage
First@wiseinvestment.co.uk	John@wiseinvestment.co.uk	56%
First.Last@wiseinvestment.co.uk	John.Doe@wiseinvestment.co.uk	38%
FLast@wiseinvestment.co.uk	JDoe@wiseinvestment.co.uk	3%
First.Middle@wiseinvestment.co.uk	John.Michael@wiseinvestment.co.uk	3%

Frequently Asked Questions

Where is Wise Investment's headquarters located?

Wise Investment's main headquarters is located at The Long Barn, Chalford Park Barns Oxford Road Chipping Norton, Oxfordshire OX7 5QR GB. The company has employees across 5 continents, including EuropeNorth AmericaAsia.

What is Wise Investment's phone number?

You can contact Wise Investment's main corporate office by phone at

+44-1608-64****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wise Investment's stock symbol?

Wise Investment is a publicly traded company; the company's stock symbol is N/A.

What is Wise Investment's official website and social media links?

Wise Investment's official website is wiseinvestment.co.uk and has social profiles on LinkedIn.

What is Wise Investment's NAICS code?

Wise Investment's NAICS code is 52 - Finance and Insurance.

How many employees does Wise Investment have currently?

As of August 2024, Wise Investment has approximately 37 employees across 5 continents, including EuropeNorth AmericaAsia. Key team members include Chief Executive Officer: A. R.Head Of Financial Planning: D. D.Owner: B. M.. Explore Wise Investment's employee directory with LeadIQ.

What industry does Wise Investment belong to?

Wise Investment operates in the Financial Services industry.

What technology does Wise Investment use?

Wise Investment's tech stack includes Craft CMSCookiebotMailchimpFancyBoxPriority HintsDraftpress HFCMNinja FormsNginx.

What is Wise Investment's email format?

Wise Investment's email format typically follows the pattern of . Find more Wise Investment email formats with LeadIQ.

When was Wise Investment founded?

Wise Investment was founded in 1992.

Wise Investment

Wise Investment

Financial ServicesOxfordshire, United Kingdom11-50 Employees

For over 30 years, our core values have guided our services, fostering long-term relationships that span generations. As an independent, employee-owned business, we take immense pride in understanding our customers' aspirations and objectives. Our commitment to quality and excellence is reflected in our team of highly qualified investment and financial planning professionals, dedicated to providing exceptional service and attractive long-term investment returns.

Since 1992, we have been based in and around Chipping Norton, where our local community holds great importance to us. We prioritise using local providers and actively support various projects that benefit the community.

Our Services:
Investment Management
Retirement Planning
Inheritance Tax Planning 
Personal, Family and Business Protection
Tax Planning and Trusts

Company Overview

Headquarters: The Long Barn, Chalford Park Barns Oxford Road Chipping Norton, Oxfordshire OX7 5QR GB
Phone number: ✕
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+44-1608-64****
Website: wiseinvestment.co.uk
Stock Symbol: N/A
NAICS Code: 52 - Finance and Insurance
Founded: 1992
Employees: 11-50

Media & News

Funding & Financials

Funding & Financials

Company Leadership

A. R.
Chief Executive Officer
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D. D.
Head Of Financial Planning
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B. M.
Owner
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H. M.
Owner
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S. D.
Owner
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Employee Directory

C. R.
It Manager
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K. A.
Finance Manager
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M. B.
Administration Team Leader
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Y. H.
Senior Loan Officer
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A. P.
Client Services Administrator
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