Wise Investment continue journey with the B4 community

Wise is an independent, employee-owned company, ensuring each client’s financial aspirations are met with the highest quality service. Employee ownership means each team member is invested in their client’s success, offering a personal, knowledgeable service that contributes to Wise’s considerable track record of success and stability.

Alexandra added. “At the core of our business is quality and excellence, and our team of highly qualified investment and financial planning professionals are wholeheartedly committed to giving our customers the best possible service and attractive long-term investment returns. Since 1992 we have been based in and around Chipping Norton and our local community is very important to us as a business. We use local providers where we can and we also support various projects that benefits everyone locally. A great example was our support for Raise’24 which generated a colossal £40,000 for local charities and we are delighted to once again be supporting Raise’25.”

Wise Investment is an employee-owned business, which means the Wise team are all business partners. They pride themselves on being independent and being employee-owned helps to secure the organisation’s ongoing independence. Employee-owned businesses are often more successful, competitive, profitable and sustainable. Staff stay for longer, meaning Wise’s clients will have a regular contact who knows their account, not just a voice at the end of the line. See more about Employee Ownership here: www.wiseinvestment.co.uk/about-us/employee-ownership

On renewing with B4, Alexandra added why it was such an easy decision. “Wise Investment is delighted to announce the renewal of our partnership with B4, reinforcing our commitment to meaningful connections and shared success within the business community. We believe in the power of strong relationships! Since joining B4, we’ve seen first-hand the value of being part of a collaborative and supportive network. The opportunities to engage with like-minded professionals, share insights, and offer support have been instrumental in fostering connections that truly make a difference.”

B4’s CEO, Richard Rosser, added. “Wise epitomise the B4 community perfectly. Since COVID and the huge shifts which have seen so many businesses becoming more responsible businesses, we have seen a growing heartbeat of responsible businesses joining B4, organisations that aren’t thirsty for business but that just want to do a good job for their clients and understand their responsibilities to the wider communities in which they operate. It is refreshing to see this approach so clearly evident amongst our Members and its thanks to people like Alexandra and her team that more and more businesses are turning to B4.

“Wise are the perfect example. They engage brilliantly with the community and are supportive of the Raise’24 and ’25 initiatives plus lots of other community-minded work they do in Oxfordshire. Do get in touch with Wise if you would like to visit them during Oxfordshire Art Weeks from 17^th to 25^th May where they will transform their offices to showcase art from local artists and Chipping Norton School students.”

See more about Wise Investment here: www.wiseinvestment.co.uk

See more about Raise’25 here: www.raise4charity.co.uk