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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Wise Investment

Expert Financial Planning & Investment Management in Oxfordshire – Here for Your Future! B Corp Certified | Employee-owned | Based in the Cotswolds

Wise Investment offers independent investment management and financial planning advice, and is authorised and regulated by the Financial Conduct Authority. FCA no. 230553
Wise Investment is a trading brand of Wise Investments Limited.

08/09/2026

This is where a Financial Planner proves their value.

Not just by helping you make your money work harder.

But by taking away the stress of having to navigate it all yourself.

A Financial Planner can help you understand the jargon, make sense of your options, plan for the big financial decisions in life and take care of the detail and administration along the way.

Because financial planning isn't just about investment returns.

It's about knowing someone has your back.

Someone who understands your finances, your goals and what matters most to you.

So you can spend less time worrying about your money…

…and more time enjoying the life you've worked hard to build.

That, ultimately, is the value of financial planning.

07/09/2026

Introducing Liv! 😊

🧡 Favourite thing about helping clients:
I enjoy helping clients because I can take the stress out of complicated financial administration and make sure they feel supported throughout the process.

🎖️ Best Career Lesson:
Trust your gut & follow the rules!

😁 Fun Fact:
I have been in an Enclosure with Cheetahs!

02/09/2026

🎒 New term. New routines. Maybe even a new financial plan?
As the kids head back to school on 2 September, it’s a good moment for parents and grandparents to look beyond the immediate costs.

Could you be:
• Planning more effectively for school or university costs?
• Supporting grandchildren in a tax-efficient way?
• Balancing family support with your own retirement plans?
• Doing enough to prepare for the future?

September could be the perfect time to look at the bigger picture.

📖 Read our latest article: Financial Considerations for Families This September

https://wiseinvestment.co.uk/news-and-views/financial-considerations-for-families-this-september

30/08/2026

👀 Oh, look our computers have just arrived in Malawi for distribution to schools!
✅ 3 donated computers have arrived in Malawi
✅ 1 computer has been received by a UK-based charity
🚚 4 monitors are on their way to Zimbabwe

We’re delighted to be supporting The ITSA Digital Trust with their aim of refurbishing computers to create better futures.

The equipment we recently donated is a part of the 700 laptops and computers that are going to improve the education of children. Each device is used by 100 students enabling 70,000 pupils access to the digital world.

At Wise, we are committed to extending the life of our technology wherever possible. By donating surplus laptops and IT equipment that have reached the end of their useful life for our business, but still have plenty of value for others, we can support communities while reducing electronic waste. ♻️

If you have equipment of your own you would like to donate, please reach out to ITSA https://itsadigitaltrust.org/

27/08/2026

🥂 FREE PROSECCO AT THE Moreton Show! 🥂

Fancy a little fizz while you’re exploring the show? 👀
Come and say hello to the Wise Investment team at 📍 Zone A, Stand 26, where we’ll be serving complimentary prosecco at:
🥂 12:00–12:30pm
🥂 3:00–3:30pm

First come, first served! So make sure you get there early. 😉

🥂 Over 18s only. Please enjoy responsibly.
📌 Save this post so you can easily find us (and your free fizz!) at the weekend.
See you there! 🥂

26/08/2026

❤️ Celebrating 75 years of Tony Yarrow

Today is a very special day at Wise Investment as we celebrate the 75th birthday of our Founder, Tony. 🎉

Tony founded Wise Investment in 1992 with a vision for doing things differently, putting people first and building a business based on long-term relationships.

More than 30 years later, that philosophy remains at the heart of Wise Investment.

We’ve changed, grown and evolved considerably since those early days, but Tony’s influence is still very much part of who we are today.

So, to celebrate his 75th, we’re taking a little trip back through the archives. 📸

Happy 75th birthday, Tony.

Thank you for everything you’ve done to build the foundations of Wise Investment and for the legacy you continue to leave with all of us.

🥂 Here’s to you!

25/08/2026

🤠🐶 It's International Dog Day tomorrow, and that calls for a very important introduction…

Meet Oakley, looking very dapper in his Wise Investment bandana and cowboy hat.
He’s already getting into the Moreton Show spirit - and he’s got a message for all the dogs joining us this weekend:

Don’t forget your best pose! 📸🐾
Our Free Dog Photo Booth is back at the Moreton Show!
📍 Zone A, Stand 26

Bring your four-legged friends along and let them have their moment in the spotlight. ⭐

See you there, cowboys and cowgirls! 🤠

📌 SAVE this post so you know where to come and find us ready for your FREE doggy photo shoot.

22/08/2026

Take a look at what's in our 2026 Moreton Show goody bags this year!
Make sure to stop by to collect yours. More exciting freebies being announced soon 👀🥂
📍 Zone A, Stand 26

21/08/2026

A little glimpse behind the scenes at a brilliant afternoon supporting Chippy Theatre. 🎭✨
From biscuit decorating and glitter tattoos to lucky dips, garden games and Tony taking things to new heights… there was certainly no shortage of fun!

We’re proud to support the theatre and the important role it plays in bringing our local community together. And, as financial planners, we’re big believers that some of the best things worth investing in don’t always have a financial return. ❤️

18/08/2026

An example
Assume an estate has a taxable value of £1,000,000 after all available allowances have been used.

Without a charitable gift ❌
Taxable estate: £1,000,000
Inheritance Tax at 40%: £400,000
Beneficiaries receive: £600,000

Leaving 10% (£100,000) to charity ✅
Charity receives: £100,000
Remaining taxable estate: £900,000
Inheritance Tax at 36%: £324,000
Beneficiaries receive: £576,000

In this example, the Inheritance Tax drops from £400,000 to £324,000.
The family receives only £24,000 less, yet the chosen charity benefits by £100,000.
The reduction in tax means that a significant proportion of the charitable gift is effectively funded through the tax saving rather than entirely by the estate itself.

For clients who already support charities during their lifetime, this can be a highly effective way of continuing that support long after they have gone.

💡If you haven’t reviewed your estate planning recently, now could be the right time to do so. A simple conversation today could help protect more of your wealth for the people and causes that matter most tomorrow.

📩 DM us if you want to book in a FREE discovery meeting.

🔗 Check out the full article here: https://wiseinvestment.co.uk/news-and-views/leaving-a-lasting-legacy-how-charitable-giving-in-your-will-can-reduce-inheritance-tax

This post is for general information only and does not constitute financial advice. Financial planning should always be tailored to your individual circumstances.

Address

Oxford Road
Chipping Norton
OX75QR

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441608695100

Website

http://www.wiseinvestment.co.uk/

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