Wise Investment

Save the Date! Joint Webinars on the 2024 Autumn Budget 📣 The Autumn Budget on 30th October is set to bring important changes for both businesses and individuals. To help you understand the implications, Wise Investment and Whitley Stimpson Ltd are hosting two exclusive webinars in November... 🗓 Webinar 1 (12th November at 10am): Exploring the Budget's impact on companies 🗓 Webinar 2 (14th November at 10am): Understanding personal financial implications Register now to hear from industry experts on how these changes could affect you and your business. 📈 🔗 Exploring the Budget's impact on companies: https://lnkd.in/e4UNCfJ9 🔗 Understanding personal financial implications: https://lnkd.in/evk-JJGV Angus Aston Ian Parker Alexandra Rae #AutumnBudget2024 #Webinar #WiseInvestment #BusinessFinance #PersonalFinance

🎄 Meet the RAISE ’24 ELF Fundraisers! 🎄 We’re excited to introduce one of the teams taking part in Raise'24, a highlight on Oxfordshire’s fundraising calendar! ✨ Representing Wise Investment is our CEO, Alexandra Rae, joined by Managing Director Nicola Poole from Hedges Law and Oya Emir-Wilson from Pebble Marketing UK - Sassy Award Winning Telemarketing Telesales Agency. Behind the scenes, they are supported by “background elves”: Alicia Roscoe, Marketing Manager at Hedges Law, and Georgina Taylor, Freelance Content Specialist. Together, they are gearing up for Friday, 13th December, to help raise a remarkable £150,000 for local charities in need of support. This festive fundraiser is all about community spirit, collaboration, and meaningful impact, and we’re proud to play our part. 👉 Find out more about RAISE ’24: https://lnkd.in/eZAJ3vAs 💌 Donate to our fundraising page and help us make a difference: https://lnkd.in/ed5pkKXj #MeetTheTeam #RAISE24 #Fundraising #WiseInvestment #CommunitySupport #GivingBack

🎉 Something BIG is coming to Oxfordshire! In partnership with B4’s incredible charity members, we’re thrilled to announce that we are teaming up with Hedges Law, and Pebble Marketing UK - Sassy Award Winning Telemarketing Telesales Agency for Raise'24, a fundraising event set to make a massive impact. Over the years, B4 has cycled from Paris to Blenheim, run marathons, and tackled triathlons, but RAISE ‘24 is shaping up to be their most ambitious endeavour yet! This December, they are uniting businesses and individuals to support amazing local charities that truly make a difference. 📅 Save the Date: Friday, 13th December 📍 Oxfordshire Are you ready to join us in making history? Stay tuned for more details! Alexandra Rae Nicola Poole Oya Emir-Wilson Alicia Roscoe #Raise24 #Fundraising #OxfordshireCommunity

A Year of Excellence! This month marks a year since William Geffen, CFA, joined us as Head of Investment Management, and what an incredible year it’s been. Will has made a fantastic impact on our investment team, bringing a wealth of experience and a thoughtful, measured approach to his work. Leading our Model Portfolio Service and providing expert guidance to our Financial Planners, Will has been instrumental in helping our clients achieve their long-term financial objectives. As a CFA charter holder with experience as an investment analyst and fund manager, Will brings a deep understanding of the challenges and opportunities in investment markets. His calm and analytical approach, paired with Wise’s unique culture and location, sets him apart in a sector often driven by short-term trends. Stay tuned in the coming weeks and months as Will shares his expert insights into the Wise models and all things investment. He’s definitely one to watch! Here’s to the year ahead, Will – we can’t wait to see what’s next. 👏 #WiseInvestment #InvestmentManagement #CFA #TeamCelebration

At Wise, we’re all about supporting local businesses and artists, and we know that you will love our Christmas Fair. On Saturday 16th November, for one day only, our already beautiful office will be transformed into a vibrant Christmas Fair hosting an...

Yesterday, we partnered with Whitley Stimpson Ltd for a highly engaging session where Wise Investment’s Senior Financial Planner, Angus Aston, and Whitley Stimpson Director, Ian Parker, discussed the impacts of the recent Autumn Budget on businesses. 💬 “Great session Angus and Ian, thank you so much. I found it really interesting!” - Attendee feedback Angus and Ian provided invaluable insights, addressing questions and sharing practical advice to help businesses navigate these latest financial changes. 📅 Upcoming Webinar Missed out? Don’t worry! Tomorrow at 10am, Angus and Ian will be back to explore the personal finance implications of the Autumn Budget. This is a valuable opportunity to gain a deeper understanding of how recent changes could affect you personally. Date: 14th November Time: 10am Reserve your spot now! Join us for another informative session and discover how to make the most of the recent Budget changes. 👉 https://lnkd.in/evk-JJGV #WiseInvestment #WhitleyStimpson #AutumnBudget #FinancialPlanning #BusinessFinance #PersonalFinance

We would like to invite you to join us for two exclusive webinars in November, hosted by Wise Investment in collaboration with Whitley Stimpson, where we’ll explore the key outcomes of the 2024 Autumn Budget and what they mean for you and your business.

On Tuesday, the Wise Investment Leadership team held a meeting at the Ronald McDonald House Charities UK in Oxfordshire. This incredible place offers families a “home away from home” while their children receive essential hospital care, often under challenging and lengthy circumstances. With room for up to 60 families, this house is more than just accommodation—it’s a vital support network. Families stay an average of 16 days, though for some, the journey can be much longer. Last year, one family stayed as long as 348 days, showing the resilience and strength that families are able to draw on with the support of Ronald McDonald House. 💪❤️ To keep its doors open, the House needs to raise around £1,700 every day, ensuring families can stay close to their children when it matters most. We’re honoured to support this important work with a sponsorship from Wise Investment, building on our £2,500 donation last December. Thank you, Ronald McDonald House Oxfordshire, for your commitment to supporting families in need. We are proud to stand beside you. 🙏✨

Our Autumn Newsletter is here! 🍁 From key Autumn Budget updates to personalised investment strategies and retirement planning tips, our latest edition is packed with guidance to empower your financial future. Stay informed, stay prepared, and make the most of your wealth journey with Wise Investment. 💼🍂 👉 🔗 https://lnkd.in/eGwWT8vB #FinancialPlanning #InvestmentStrategies #RetirementPlanning #AutumnBudget #WiseInvestment

🎙️ Did you catch Angus Aston on Get Radio? Last week, he shared insights on the key highlights from the Autumn Budget. Now, join Angus and expert Ian Parker from Whitley Stimpson Ltd as they dive even deeper into two exclusive webinars this November! Webinar 1: Business Implications 📅 Date: 12th November 2024 🕒 Time: 10:00am A detailed look at how the Budget impacts companies, from tax updates to corporate reliefs and more. Webinar 2: Personal Financial Implications 📅 Date: 14th November 2024 🕒 Time: 10:00am Focused on individuals, covering changes to income tax, pensions, savings, and investment strategies. Why Attend? Gain expert insights into how the 2024 Budget may affect your financial planning. Learn actionable strategies for navigating changes, whether for your business or personal finances. Get your questions answered by industry leaders. Don’t miss this opportunity to stay informed and ready for what’s ahead! Register Now: 🔗 Webinar 1 – Business Implications: https://lnkd.in/e4UNCfJ9 🔗 Webinar 2 – Personal Financial Implications: https://lnkd.in/evk-JJGV #AutumnBudget2024 #WiseInvestment #BusinessFinance #PersonalFinance #Webinar