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About The Oak Investment Partnership Ltd

The Oak Investment Partnership is an employee-owned company whose primary purpose is to provide a stable, long-term home for financial services companies that focus on providing an excellent and continually improving service to clients over the very long-term. The Partnership was established in West Oxfordshire in 1992 and is currently home to three partner companies: Wise Investment, Wise Funds and Evenlode Investment.

The Oak Investment Partnership is owned by its employees through an Employee Ownership Trust. The trust comprises of four trustees, with three partner company representatives and one partnership board representative. Partner company trustees are re-elected every three years and any member of staff can put themselves forward as long as they have at least three years permanent service.

They see themselves as a family-firm and their ethos is to care; for their clients, for each other and for the business. They operate a 'one-team' approach where they consider themselves to be on the same side. In this environment people are encouraged to say what they think and to offer up ideas and opinions about the business and the way they work.

The more people give, the more they get. The more people invest themselves in the Partnership, the more they will get out of it in terms of job satisfaction, reward and opportunities.

What is it like to work for The Oak Investment Partnership Ltd

The Partnership has a dedicated wellbeing budget which is the Employee Champions responsibility. They come up with ideas at the beginning of the year based on feedback from the previous year. 
Giving Something Back
Giving Something Back
The Partnership aims to have a beneficial influence on the local community and wider society in which they operate. Last year they finalised their charitable framework which centres around the goal to raise £1m over the next decade through a mixture of Partner volunteering, fundraising and charitable giving.
Fair Deal
Fair Deal
Partners are rewarded for the success of the organisation over the course of the year through the Partnership profit share. The profit share is done as a percentage of salary paid out in November, to all Partners who have been working for the Partnership for at least 1 year. 

Learn more about the 8 factors of workplace engagement here


  • Charity Activities
    Charity Activities

    At least 40% of staff are known to undertake charitable activities during business hours without incurring financial loss

  • Women

    At least 40% of senior managers are women

  • Holidays

    Companies offering a minimum of 26 days annual leave to all employees after one year

  • Health Insurance
    Health Insurance

    Companies offering private health insurance for all employees

  • Pensions

    Companies offering a final salary scheme to all employees, or one in which the employer's contribution is at least 5%

  • Maternity

    At least 10 weeks’ full pay or generous alternative

Company Statistics

  • UK sites:


  • Average Age:


  • Male : Female:

    46% / 54%

  • Staff:


  • Earning £35,000+:



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