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Model Portfolio Service
Discover a smarter way to invest with our Model Portfolio Service. Tailored to meet your unique goals and aspirations, our ready-made investment packages provide a range of risk levels and objectives to align seamlessly with your financial journey.
We are the experts so you don’t need to be
Leave the complexities to us. Our dedicated Investment Management team continuously monitors and refines your investment portfolio. Backed by our experienced Investment Committee, we ensure your portfolio remains optimised and best positioned to benefit from market trends.
Your Financial Planner will work with you to understand your long-term financial goals, aspirations, and risk tolerance. We craft a personalised strategy that aligns with your current needs as well as your vision for the future.
OPEN AND HONEST ADVICE YOU CAN RELY ON
We will also keep you informed with regular updates and comprehensive reports on your portfolio’s performance. As your goals evolve and your risk appetite changes, we adapt alongside you. Our commitment is to keep your investment strategy aligned with your ever-changing financial landscape.
Financial journeys are dynamic. That’s why we conduct regular reviews to assess your portfolio’s performance and adjust fund selections accordingly. Your success is our priority, and we’re here to guide you through every twist and turn.
UNDERSTANDING RISK
Every investment carries inherent risks. The value of investments is subject to fluctuations, and there is the possibility of both upward and downward movements. Your capital is exposed to risk, which is a necessary ingredient for long term returns, however there is a chance that you may receive a return less than your initial investment. It’s crucial to note that past performance should not be relied on as an indicator for predicting future returns.
SERVICE BENEFITS
Since we founded in 1992, we’ve been managing our clients’ investment portfolios according to a strong set of principles.
Robustly researched high quality investment selection process.
Investing in areas that represent good value at the time of purchase
Continually review investments to ensure sustained quality
Avoid fads and fashions in favour of steady, long-term potential
Download a copy of our Fee Schedule
FOR MORE INFORMATION ON OUR MODEL PORTFOLIO 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.
About usCONTACT THE WISE TEAM
We’ve been helping generations of families manage their investments since 1992. Contact us today to discover what makes us unique.