About Wise Investments Ltd
Wise Investments Ltd is an employee-owned business of Chartered Independent Financial Planners established in 1992, making them one of the longest-established financial planning practices in the Cotswolds region. Based in The Great Barn at Chalford Park Barns on the Oxford Road in Chipping Norton, the firm has over 30 years of experience serving clients across Oxfordshire, the Cotswolds, and beyond. Their employee ownership structure is significant – every member of the team is a business partner, aligning staff incentives with client outcomes and creating a culture where everyone is personally invested in delivering exceptional service and advice. This structure is relatively rare in financial services and often correlates with higher client satisfaction and lower staff turnover.
Wise Investments' services focus on investments, pensions, and protection, providing comprehensive advice across the core areas most people need for long-term financial security. Their Chartered status demonstrates commitment to maintaining the highest professional standards through ongoing education and adherence to strict ethical requirements. Since their founding in 1992, Wise Investments has navigated multiple market cycles, regulatory changes, and economic environments, providing clients with the confidence that comes from working with a firm that has proven its ability to deliver consistent, high-quality advice over decades. This longevity is particularly valuable in financial planning, where relationships often span 20, 30, or even 40 years.
**Important Note**: The FCA has issued warnings about unauthorized clone firms using similar names and even the same Chipping Norton address as Wise Investments Ltd. Always verify you are dealing with the legitimate Wise Investments Ltd (FCA number 230553) by checking the FCA register directly at www.fca.org.uk before engaging their services. The genuine firm has an excellent reputation built over three decades. For Chipping Norton and northern Cotswolds residents seeking an established, employee-owned Chartered financial planning practice with deep local roots and over 30 years of proven service, Wise Investments Ltd represents an excellent choice – just ensure you verify their credentials via the FCA register to avoid unauthorized clone firms.
Fee Structure
Wise Investments Ltd operates on a Fee-only basis. This means you pay a clear, upfront fee for advice with no hidden commissions from product providers.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.