Wise Investment Employee Directory

Financial ServicesEngland, 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
47

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  • United Kingdom Of Great Britain And Northern Ireland
    47

North America
7

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  • United States Of America
    7

Asia
6

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  • India
    5
  • Nepal
    1

Africa
1

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  • Uganda
    1

Wise Investment's Leadership

  • Stylized image of a person
    A. R.
    Chief Executive Officer
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    R. B.
    Chief Operating Officer
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  • Stylized image of a person
    W. G.
    Head Of Investment Management
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  • Stylized image of a person
    D. J. C. A.
    Head Of Financial Planning
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  • Stylized image of a person
    E. J.
    Head Of Administration And Paraplanning
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    S. D.
    Owner
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    F. S.
    Small Business Owner
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    H. C.
    Client Services Manager And Service And Propositions Director
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Wise Investment Employee Metrics

100%
50%
0%
2026
2025
2024
  • Finance
  • Administrative
  • Consultant
  • Operations
  • Analytics
  • Other
  • Business
  • Banking
  • Branding

Contact profiles from Wise Investment

Name
Title
Contact Info
Location
Last Update
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    S. J.
    Administrator
    Phone icon
    United KingdomEngland
    Nov 11, 2025
  • Stylized image of a person
    A. P.
    Client Services Administrator
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    United KingdomOxfordshire
    Feb 28, 2024
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    C. C.
    Business Assistant/Receptionist
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    United KingdomOxfordshire
    Sep 12, 2024
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    J. P.
    Client Services Executive
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    UNITED KINGDOMOxfordshire
    Jun 20, 2025
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    J. L.
    Real Estate Investor
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    Oct 23, 2024
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    L. H.
    Operations Technician
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    UNITED KINGDOMOxfordshire
    Nov 10, 2025
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    N. C.
    Financial Planner
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    United KingdomOxfordshire
    Oct 17, 2025
  • Stylized image of a person
    P. J.
    Real Estate And Finance Solutions
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    IndiaPunjab
  • Stylized image of a person
    C. W.
    Husband's Secretary
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    United StatesUtah
    Jan 29, 2026
  • Stylized image of a person
    R. W.
    Phone icon
    United StatesVirginia
    Aug 03, 2024

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; 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 January 2026. These team members are located across 4 continents, including EuropeNorth AmericaAsia.

Who are Wise Investment's key employees and leadership?

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As of January 2026, 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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