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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Becketts acquires £135m AUM firm from retired adviser

Becketts acquires £135m AUM firm from retired adviser

Snaps up Absolute Sense Financial Planners

Isabel Baxter
clock 15 December 2025 • 2 min read
Integrity365 snaps up fellow Bristol IFA

Integrity365 snaps up fellow Bristol IFA

Acquires Brooks Wealth Management

Isabel Baxter
clock 11 December 2025 • 2 min read
FSCS names 13 failed firms between August and November

FSCS names 13 failed firms between August and November

Latest firm declared in default was Independently East

Isabel Baxter
clock 10 December 2025 • 2 min read