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

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Wise Investment Global Highlights

Europe
50

United Kingdom Of Great Britain And Northern Ireland
49
Spain
1

North America
17

United States Of America
16
Canada
1

Asia
11

India
8
Nepal
2
China
1

Africa
3

Uganda
3

Oceania
2

Australia
2

Wise Investment's 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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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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Wise Investment Employee Metrics

100%

50%

0%

2024

2023

Finance
Administrative
Consultant
Operations
Analytics
Other

Contact profiles from Wise Investment

Name

Title

Contact Info

Location

Last Update

A. A.
Financial Advisor
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Email
United KingdomOxfordshire
Sep 19, 2024
B. K.
Broker
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Email
United StatesGeorgia
Oct 21, 2024
C. C.
Business Assistant/Receptionist
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Email
United KingdomOxfordshire
Sep 12, 2024
C. W.
Husband's Secretary
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Email
United StatesUtah
Oct 17, 2024
C. M.
Finder
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United StatesCalifornia
Oct 23, 2024
J. P.
Client Services Executive
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UNITED KINGDOMOxfordshire
Oct 31, 2023
J. R.
Social Media & Marketing Coordinator
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Email
United KingdomEngland
Sep 10, 2024
J. C. F.
Chartered Financial Planner
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Email
United KingdomOxfordshire
Sep 14, 2024
L. H.
Operations Technician
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Email
UNITED KINGDOMOxfordshire
Oct 31, 2023
M. M.
Financial Adviser
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Email
United Kingdom
Feb 25, 2024

Frequently Asked Questions

What is Wise Investment known for?

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

+44-1608-64****

. Explore Wise Investment's company overview page for more information.

What is Wise Investment's most common email format?

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?

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?

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

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

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