Wise Investment Employee Directory

Financial ServicesUnited 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

Europe
46

United Kingdom Of Great Britain And Northern Ireland
46

North America
7

United States Of America
7

Asia
6

India
5
Nepal
1

Africa
1

Uganda
1

Wise Investment'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
E. J.
Head Of Administration And Paraplanning
Mobile Phone
Email
S. D.
Owner
Mobile Phone
Email
F. S.
Small Business Owner
Mobile Phone
Email
H. C.
Client Services Manager And Service And Propositions Director
Mobile Phone
Email

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

K. W.
Property Manager
Mobile Phone
Email
United StatesPennsylvania
May 10, 2024
C. B.
Senior Operations Technician
Mobile Phone
Email
United KingdomEngland
Oct 17, 2025
J. M.
Financial Planner
Mobile Phone
Email
United Kingdom
Oct 25, 2025
J. C. F.
Chartered Financial Planner
Mobile Phone
Email
United KingdomEngland
Oct 20, 2025
L. W.
Client Services Administrator
Mobile Phone
Email
United KingdomEngland
Oct 17, 2025
M. B. C. C. F.
Client Services Administrator
Mobile Phone
Email
United KingdomEngland
Oct 17, 2025
J. R.
Social Media & Marketing Coordinator
Mobile Phone
Email
United KingdomEngland
Oct 18, 2025
A. A.
Financial Adviser
Mobile Phone
Email
Oct 22, 2025
S. N.
Client Service Administrator
Mobile Phone
Email
United KingdomEngland
Oct 20, 2025
A. R. D.
Financial Planner
Mobile Phone
Email
United Kingdom
Oct 17, 2025

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 46 employees as of October 2025. These team members are located across 4 continents, including EuropeNorth AmericaAsia.

Who are Wise Investment's key employees and leadership?

As of October 2025, Wise Investment'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 Administration And Paraplanning: E. J.

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