On winning 'Best Financial Advisers to Work for' - Wise Investment

2019 Survey now open

clock • 3 min read

Wise Investment was one of 12 companies to make the grade in PA's 2018 'Best Financial Advisers To Work For' survey. Here the Oxfordshire-based firm offers an insight into how it did so and what the accolade means

Briefly, how would you describe the service you offer? Our team of highly qualified and experienced financial planners, technical analysts and administrators offer a range of services to suit a client's circumstances. We carry out a full review of their financial situation, provide a financial plan to meet their future goals, reorganise existing financial arrangements and provide an ongoing management and review service. The planning services we offer to new and existing clients include pre-retirement accumulation, post-retirement decumulation, investments, inheritance, tax and protect...

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