Description
Wise Investment's aim is to help people to look after their
financial affairs, rather than sell products to them. We specialise in
investment and provide advice on investment portfolios large and small,
pensions, life and health insurance, and tax planning.
We try to give the type of advice we would want to receive ourselves
if we were not financial advisers, and avoid jargon as much as possible.
We want to build long-term relationships with our clients, ensuring
that their financial plans are reviewed regularly, and are flexible
enough to take account of changing circumstances.
Because we are fee-based, you'll know exactly how much any
transaction costs before it goes ahead. We believe our fees are
very competitive, particularly given our investment expertise.
We are independent of any network, and can use any provider in
the market to ensure best value for our clients at all times. With 20 years' experience as advisers and fund managers, this is our main area of specialisation.
We provide ongoing portfolio management, rather than just selling
investments when they happen to be popular. The analysis undertaken in
managing our funds assists in identifying the best investments for
client portfolios. We help our clients decide how to allocate their
assets to maximise long-term growth and income, whilst managing risk.
Although we are a relatively small company, being fund managers
ourselves means that we can negotiate discounted initial charges with
fund managers. These discounts are always passed on to our clients.
As always, no investment is ever risk-free. The value of many
investments we recommend can fall as well as rise, and your capital is
not usually guaranteed, so you could get back less than originally
invested. | 
