Wise Investment

For over 30 years, Wise Investment has been a trusted name in wealth management, always aiming to build lasting ties with our clients and their families.

8 Financial Planning

We are fixed fee, independent financial planners offering unbiased advice to best support you. We create bespoke financial plans that enable you to realise your ideal future.

Charles Stanley ...

Established in 1792, Charles Stanley is one of the UK’s leading wealth management firms, with a rich heritage of delivering high quality client service. Although we are more than 200 years old, we are focused on investing in our future, embracing technology and innovation, and adapting to changes in society to help our clients prosper. Operating from more than 20 branches across the UK we provide bespoke investment portfolios and tailored financial advice at every stage of your financial journey.


“Anyone who knew my treasured friend Edmond Safra was keenly aware that he was a remarkable person: thoughtful, welcoming, intelligent. With this definitive account of his life, a broader audience can marvel at his accomplishments, remember his enduring contributions, and carry forward the lessons of a life lived with purpose and humility.” — Elton John […]

RBC Brewin Dolphin

Whether you’re looking for advice on growing your money, planning for retirement or leaving a financial legacy for your loved ones, we’ll guide you in making the right decisions for you, so you can look to the future with confidence.


For 30 years, HMT has been the leading independent corporate finance advisor in the South of England, with an exceptional track record of completing transactions and supporting ambitious entrepreneurial businesses.

Helping engineering firm with R&D tax claims

As a business providing precision engineering services to the aerospace, motorsports, and marine sectors across the globe, West Midlands-based engineering firm A&M EDM prides itself on its innovative, pioneering, and forward-thinking approach.  By its very nature, R&D constitutes a significant proportion of the firm’s day-to-day operations and, through embracing the Government’s R&D tax credit scheme, […]