Wise Investments Ltd

Reference number: 230553

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Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When wiseinvestment.co.uk first appeared online, and whether it can receive email
  • What kind of line 01608 695100 is
  • Who else gives the postcode OX7 5QR
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Other names (6)

If you were contacted under any of these names, it is this firm.

  • Wise Investment Trading name
  • Evenlode Former trading name
  • Oak Investment Partnership Former trading name
  • Wise Funds Former trading name
  • Wise Group Former trading name
  • Wise Investment Group Former trading name

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake email addresses (1)
  • contact@wiseinvs.com
Fake websites (1)
  • wiseinvs.com
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (9 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Managing investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

The clone warnings above are scammers using this firm's name, not something the firm has done.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04970458
Company status
Active
Company type
Private limited company
Incorporated
20 November 2003 (22 years old)
Registered office
The Great Barn, Chalford Park Barns, Oxford Road, Chipping Norton, Oxfordshire, OX7 5QR, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Alexandra Evelina Rae Director Jul 1980 30 Jun 2015 None
Angus Michael Gordon Aston Director May 1973 30 Jun 2021 None
James Payne Director Dec 1972 30 Jun 2021 1 other company
Gillian Michelle Robson Director Jan 1966 1 May 2023 3 other companies
John Robert Blinkhorn Director May 1972 5 Jan 2024 None

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
4
still active
4

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 13 people who have ever been directors, with their dates
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Key dates in its history

Wise Investments’s history from the FCA register and Companies House, newest first.

Key events (10) All events (48)

2025

4 December 2025

  • FCA warned the public about a scam impersonating this firm

FCA warning list

2021

30 July 2021

  • The Oak Investment Partnership Limited gave up control
  • Wise Investments Employee Ownership Trustee Limited took control (75–100% of shares)

Companies House

2017

1 June 2017

  • The Oak Investment Partnership Limited took control (75–100% of shares)
  • Wise Investments Employee Ownership Trustee (Nominee) Limited stopped being the majority owner

Companies House

2016

6 April 2016

  • Wise Investments Employee Ownership Trustee (Nominee) Limited became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

29 September 2004

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2003

20 November 2003

  • Incorporated at Companies House

Companies House

In the full report: all 48 events

  • All 48 events in its history (10 shown here)
  • Every director appointment and resignation: 23
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Firms like Wise Investments

Other firms of the same type (investment or fund manager), nearest first.

In the Oxford (OX) postcode area

Amersham Investment Management LtdChinnorAuthorisedElevage PLCOxfordAuthorisedOSE Manager LimitedOxfordAuthorisedOxford Capital Partners LLPOxfordAuthorisedOxford Investment Opportunity Network LimitedOxfordAuthorisedPhilip T English International Financial Services LimitedBanburyAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Wise Investments

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 48 events in its history

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Frequently asked questions about this firm

Is Wise Investments Ltd FCA authorised?
Yes, Wise Investments Ltd (FRN 230553) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2004 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Wise Investments’ phone number and website?
The FCA register lists the phone number 01608 695100 and the website wiseinvestment.co.uk for Wise Investments. If you were given different contact details, use these to check with the firm before going any further.
Is Wise Investments a scam or clone?
Scammers have impersonated Wise Investments: the FCA has published a warning about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for Wise Investments, shown on this page.
Is my money safe with Wise Investments?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wise Investments to the Financial Ombudsman Service, free of charge.
Who owns Wise Investments?
Wise Investments is owned by Wise Investments Employee Ownership Trustee Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 30 July 2021. Before that, it was controlled by The Oak Investment Partnership Limited and Wise Investments Employee Ownership Trustee (Nominee) Limited.
Who runs Wise Investments?
Companies House lists 5 directors of Wise Investments: Alexandra Evelina Rae, Angus Michael Gordon Aston, James Payne, Gillian Michelle Robson and John Robert Blinkhorn.
How long has Wise Investments been in business?
The company was formed on 20 November 2003, and has held its current FCA authorisation since September 2004.
Does Wise Investments use any other names?
It trades as Wise Investment. It has previously used 5 other names, including Evenlode, Oak Investment Partnership and Wise Funds.

Sources and links

The full report on Wise Investments Ltd

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