EO in 25 objects No.15 : Wise Investment


Wise Investment is an independent, employee-owned wealth management and financial planning business. Founded in 1992 and held in an employee owned trust since 2013, it offers bespoke solutions to its clients that adapt to suit circumstances, and ones which they themselves are proud to say they invest in too.

The company’s aim has always been to build relationships on understanding and trust, rather than selling products, and as such these relationships extend beyond those with clients to supporting the community local to Wise too.

Since becoming employee owned, the Wise Investments Business has enjoyed significant growth.