Wise Investment

Wise Investment Employee Directory

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

Find Wise Investment employees' phone numbers or email addresses

Wise Investment Global Highlights

Location
Employees

Europe
51

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  • United Kingdom Of Great Britain And Northern Ireland
    50
  • Spain
    1

North America
17

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  • United States Of America
    16
  • Canada
    1

Asia
11

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  • India
    8
  • Nepal
    2
  • China
    1

Africa
3

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  • Uganda
    3

Oceania
2

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  • Australia
    2

Wise Investment's Leadership

  • Stylized image of a person
    A. R.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    S. K.
    Chief Executive Officer
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  • Stylized image of a person
    D. D.
    Head Of Financial Planning
    Phone icon
  • Stylized image of a person
    B. M.
    Owner
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  • Stylized image of a person
    F. S.
    Small Business Owner
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  • Stylized image of a person
    H. M.
    Owner
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  • Stylized image of a person
    L. W.
    Owner
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  • Stylized image of a person
    S. D.
    Owner
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Wise Investment Employee Metrics

100%
50%
0%
2025
2024
  • Finance
  • Administrative
  • Consultant
  • Operations
  • Analytics
  • Other
  • Business

Contact profiles from Wise Investment

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. R.
    Chief Executive Officer
    Phone icon
    United KingdomEngland
    Nov 06, 2024
  • Stylized image of a person
    B. M.
    Owner
    Phone icon
    United StatesCalifornia
    Oct 17, 2024
  • Stylized image of a person
    F. S.
    Small Business Owner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    H. M.
    Owner
    Phone icon
    United StatesPennsylvania
    Feb 08, 2025
  • Stylized image of a person
    L. W.
    Owner
    Phone icon
    United StatesMichigan
    Sep 12, 2024
  • Stylized image of a person
    S. K.
    Chief Executive Officer
    Phone icon
    United StatesTexas
    Aug 04, 2024
  • Stylized image of a person
    S. D.
    Owner
    Phone icon
    IndiaOdisha
    Sep 14, 2024
  • Stylized image of a person
    D. D.
    Head Of Financial Planning
    Phone icon
    United KingdomReading
    Sep 15, 2024
  • Stylized image of a person
    H. C.
    Client Services Manager And Service And Propositions Director
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    United KingdomOxfordshire
    Jan 31, 2024
  • Stylized image of a person
    C. R.
    It Manager
    Phone icon
    United KingdomCoventry
    Feb 08, 2025

Frequently Asked Questions

What is Wise Investment known for?

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Wise Investment was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in The Long Barn, Chalford Park Barns Oxford Road Chipping Norton, Oxfordshire OX7 5QR GB; you can contact the main corporate office by phone at . Explore Wise Investment's company overview page for more information.

What is Wise Investment's most common email format?

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

How many employees does Wise Investment have currently?

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Wise Investment has approximately 37 employees as of August 2024. These team members are located across 5 continents, including EuropeNorth AmericaAsia.

Who are Wise Investment's key employees and leadership?

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As of August 2024, Wise Investment's key employees include:

  • Chief Executive Officer: A. R.
  • Chief Executive Officer: S. K.
  • Head Of Financial Planning: D. D.
  • Owner: B. M.
  • Small Business Owner: F. S.

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