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FINANCIAL PLANNING: SECURING YOUR FUTURE BY DESIGN
We aim to take the pain away from financial planning with a simple, jargon free, yet comprehensive range of services designed around you and your goals.
HERE FOR THE LONG TERM
We value the long-standing personal relationships we’ve developed with our clients, many of whom have worked with the same Financial Planner for years, and in some cases decades.
Our ethos is to work with you over the long term. We take the time to get to know you and your ongoing financial goals. No matter what stage of life you’re at, we can advise on a course of action, not just for the present, but in planning for your future too.
FINANCIAL PLANNING FOR EVERY STAGE OF LIFE
For the young, the ‘young at heart’ and the somewhere in the middle, we offer financial planning services that are relevant at all stages in your life. These include tax planning, insurance, pension and retirement planning as well as inheritance tax planning.
Our initial consultation is free of charge and without obligation. We can see you at your home, at our office, or we can arrange a virtual meeting at your convenience.
WHAT WE OFFER
Have a look through our financial planning services in more detail. Get in touch to speak with one of our qualified Financial Planners to discuss your specific requirements.
PENSIONS & RETIREMENT PLANNING
Whatever your stage in life, we can help you plan for your retirement and discuss the most suitable options available to you.
Find out moreLIFE INSURANCE & FAMILY PROTECTION
You don’t need to expect the unexpected, but you can be covered against it. This gives you the freedom to enjoy your life knowing you have appropriate cover in place.
Find out moreINHERITANCE TAX & ESTATE PLANNING
Despite being a complex area of financial planning, there are lots of ways to reduce your inheritance tax liability. We can help you decide which option is most suitable for you.
Find out moreTAX PLANNING
Paying tax is an inevitable and potentially complex part of life. We can help to ensure your investments are making the best use of the government’s exemptions and tax allowances.
Find out moreLIFETIME FINANCIAL PLANNING
We are passionate about the importance of lifetime financial planning for everyone. For every stage in life, from childhood through to retirement, there is a solution for everyone.
Find out moreFor more information on our Financial Planning Service give us a call on 01608 695100 or get in touch
Here at Wise Investment, we are one big happy family.
Since 1992, we have helped families grow and we continue to help their children, and some friends too, to make wise investment choices in Financial Planning and Wealth Management.
As an employee-owned business, our people each own a share in Wise Investment. Our staff have the entrepreneur spirit – they share the success of Wise Investment, its reputation and longevity.
Our people stay with us, and you’ll have a regular contact who knows your account. Like a family business, we go above and beyond to look after our customers, personally managing your objectives and providing the best service.
Find out moreCONTACT THE WISE TEAM
We’ve been helping generations of families manage their investments since 1992. Contact us today to discover what makes us unique.