Wise Invest­ment

Wise Invest­ment

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. 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.