Wise Investments has been providing a full range of Financial Advice since 1990 and has numerous clients both in the South East of England and throughout the UK. Andrew Dawborn CertPFS, who has been involved in financial services since 1979, is the principal.
Wise Investments will give you the benefit of an individual and personalised service; to cater for different clients' needs we offer both a fully Independent Whole of Market Service.
How do we work?
An initial 'no charge' consultation will assess your current financial position and future objectives. You may wish to visit our office or alternatively we will be pleased to visit you at your home or place of work.
A written analysis of your requirements will follow with suitable recommendations to assist you in achieving your goals.
How are we remunerated?
Traditionally advisers have been remunerated for their work through commissions. However, more clients now prefer to pay a fee for our services although both methods are available to our clients. Each option will be fully discussed and the costs clearly identified before proceeding with any transaction.