Investment Management and Financial Planning
Wise is an independent investment company, established in 1992 and based in Oxfordshire. We provide a rare combination of personal service and investment expertise, and can help you to look after the whole of your financial affairs.
History and Principles
Wise Investment was established by Tony Yarrow in Oxfordshire in 1992. Our aim has always been to help private individuals manage their investments and financial affairs.
We focus on building long-term relationships with our clients, rather than selling products to them, and we have grown steadily over the years thanks mainly to recommendations from existing clients. Our team of twenty staff now manage approximately £559m (February 2016) of client money from our office in Oxfordshire. Wise is a financially secure, independent and owner-run business. Our ambition is to provide a high quality and continually improving service to our clients.