financially_fit_with_jo

financially_fit_with_jo Here to help you put a Financial Plan in place with your world, goals and aspirations in mind.

Have you see us in ? It’s an article about the work that goes on behind the scenes to support our local community.
28/05/2026

Have you see us in ? It’s an article about the work that goes on behind the scenes to support our local community.

We are proud to be sponsoring the 2026-27 Katherine House Hospice Open Gardens. 🌻There are some wonderful gardens/venues...
19/05/2026

We are proud to be sponsoring the 2026-27 Katherine House Hospice Open Gardens. 🌻

There are some wonderful gardens/venues who have chosen to open their doors, so you can enjoy the surroundings and help to raise funds for Katharine House Hospice. We are looking forward to attending the Hook Norton Open Gardens and enjoying a cup of tea and cake afterwards at St Peter's Church. 🍰☕

Have you been to an Open Garden event before, or do you plan to attend this year? Let us know in the comments 🙂

We are proud to be sponsoring the 2026-27 Open Gardens. 🌻There are some wonderful gardens/venues who have chosen to ope...
19/05/2026

We are proud to be sponsoring the 2026-27 Open Gardens. 🌻

There are some wonderful gardens/venues who have chosen to open their doors, so you can enjoy the surroundings and help to raise funds for Katharine House Hospice. We are looking forward to attending the Hook Norton Open Gardens and enjoying a cup of tea and cake afterwards at St Peter’s Church. 🍰☕

Have you been to an Open Garden event before, or do you plan to attend this year? Let us know in the comments 🙂

We are proud to be sponsoring the 2026-27 Open Gardens. 🌻There are some wonderful gardens/venues who have chosen to ope...
19/05/2026

We are proud to be sponsoring the 2026-27 Open Gardens. 🌻

There are some wonderful gardens/venues who have chosen to open their doors, so you can enjoy the surroundings and help to raise funds for Katharine House Hospice. We are looking forward to attending the Hook Norton Open Gardens and enjoying a cup of tea and cake afterwards at St Peter's Church. 🍰☕

Have you been to an Open Garden event before, or do you plan to attend this year? Let us know in the comments 🙂

Behind the scenes for new headshot pics today, what happened with the weather!
28/04/2026

Behind the scenes for new headshot pics today, what happened with the weather!

The new standards for B Corp UK certification mean we have to be more specific about our tangible actions toward social ...
26/03/2026

The new standards for B Corp UK certification mean we have to be more specific about our tangible actions toward social and environmental benefit.

Here are just some of the commitments we have made at Wise Investment:

• We prioritise using local vendors, whether that is for catering, stationary supplies, or picking up some more dish soap. It isn’t always possible unfortunately, but checking locally is always the first step. 🏡

• 100% of our employees are paid a family living wage. 👪

• We are going to improve our Supplier Impact - this means checking in with our significant suppliers to see what their positive social & environmental practices are. 🌍

If you have any local suppliers you’d like to recommend please drop them in the comments 👇

Celebrating a milestone together 🎉Today we took some time out as a team to celebrate officially becoming part of the ...
09/03/2026

Celebrating a milestone together 🎉

Today we took some time out as a team to celebrate officially becoming part of the community.

There was a fantastic lunch, goodie bags full of treats, and a very competitive B Corp quiz (with prizes from some of our brilliant fellow B Corp companies 👏).

Moments like this are a reminder of why this achievement matters. Being B Corp means holding ourselves to higher standards for our clients, our people, our local community, and the environment.

Feeling incredibly proud to be part of a company that genuinely strives to do business better, every single day. 💚

As the Middle East situation evolves, you may be looking to understand how this impacts investors. Our Investment Manage...
04/03/2026

As the Middle East situation evolves, you may be looking to understand how this impacts investors. Our Investment Management team shares some insights in a blog on our website www.wiseinvestment.co.uk/news-and-views.

We are proud to announce that Wise Investment is officially a certified , meeting high standards of social and environm...
03/03/2026

We are proud to announce that Wise Investment is officially a certified , meeting high standards of social and environmental performance, transparency and accountability. We’re excited to be joining a global community of businesses committed to positively impact all people, communities and the planet. 🍃🌍

Certifying is only the start of our journey — we’re on a mission to continue improving our impact in order to create an inclusive, equitable and regenerative economy. 💚

B Lab UK

Today at the Resolution Conference in Birmingham, the message was clear:When a Financial Planner is brought in at the en...
26/02/2026

Today at the Resolution Conference in Birmingham, the message was clear:

When a Financial Planner is brought in at the end of divorce proceedings it’s often too late.

By then:
• Settlements are agreed
• Structures are fixed
• Options are limited

In high-earner divorces, real value often sits beneath the surface:
✨ Long Term Incentive Plans (LTIPs)
✨ Carried interest
✨ Deferred comp
✨ Business structures

These need modelling not guesswork. A Financial Planner can help ‘translate’ this complex information to you so you are on a level playing field.

A lawyer protects your legal position.
A Financial Planner protects your financial future.

They should work side by side, not sequentially.

If you’re navigating complex wealth in divorce, bring financial expertise in early it’s a strategic advantage.

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The Great Barn, Chalford Park Barns, Oxford Road
Chipping Norton
OX75QR

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