Important regulatory information from Wise Funds

Please read this section which contains the legal and regulatory restrictions which apply to any investment in our products or services referred to in this website.

It is important to remember the value of investments and any income from them may go down as well as up, so you may get back less than you invested.

Past performance cannot be relied upon as a guide to future performance.

The information on this website does not in any way constitute investment, tax, legal or other advice. If you are in any doubt about any of the information on this website please consult your financial or other professional adviser.

Wise Funds Limited is authorised and regulated by the Financial Conduct Authority. The company is entered on the Financial Conduct Authority’s register. The company number is 10397571 and the FCA number is 768269. You can access the Financial Conduct Authority’s register on the FCA website for more information.

Wise Funds Limited is a subsidiary company of The Oak Investment Partnership, an employee owned group of companies which includes Wise Investment, an independent wealth management and financial planning business and Evenlode Investment, an investment fund management business.

The document below sets out our Pillar 3 disclosures as required by the Basle II Accord implemented in the European Union through the Capital Requirements Directive.

Oak Pillar 3 Disclosure Nov 2020


If you feel you need to make a complaint in the first instance please either email us at or call us on 01608 695180. You can also write to us at:

Wise Funds Ltd

The Great Barn

Chalford Park Barns

Oxford Road

Chipping Norton



Alternatively, the Financial Ombudsman Service provides a free, independent service for customers to solve disputes with financial firms. It will only step in once we have had the opportunity to investigate matters so please contact us first and will do all we can to help you.

If you are not satisfied with our final response or if 8 weeks have passed since you first let us know about your concerns, you can ask the Financial Ombudsman to review your complaint.

You can contact them in the following ways:

By phone: 08000 234 567

By mobile: 0300 123 9123

By email:

By post: The Financial Ombudsman Service, South Quay Plaza, 183 Marsh Wall, London, E14 9SR

Order Execution Policy

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