Top 20 Independent Financial Advisers in Overthorpe

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  • Continuum Financial Services LLP

    Banbury
    With a decade of industry experience, I can offer you unbiased and Independent advice via face to face, telephone or video call appointments.
    103
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PSA Financial Services - Elliot Conteh

    Banbury
    My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
    184
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richard Wood - Abacus Associates

    Middleton cheney
    Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
    145
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • AFH Wealth Management LTD

    Banbury
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    193
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Bloxham
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    222
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Shotteswell
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6901
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Intelligent Financial Advisory Ltd

    Croughton
    Creating, managing and protecting your wealth the intelligent way
    615
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peter Blackhall at Midwinter Financial Planning

    Brackley
    A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.
    48
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Tysoe
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    89
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peter Blackhall at Midwinter Financial Planning

    Kineton
    A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.
    48
    £150k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Tingewick
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    16587
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Oxford Advisory Partnership Ltd

    Weston on the green
    We look to build a long lasting, professional relationship with each and every one of our clients, to guide them through their financial journey and provide priceless peace of mind.
    63
    £250k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Limited

    Greens norton
    Creating, managing and protecting your wealth the intelligent way
    95
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Humphries - Continuum Financial Services LLP

    Bicester
    Friendly, local, Chartered Financial Planner - IFA; providing unbiased financial planning in a clear and easy to understand way. With over 30 years experience, I provide pension and investment advice in whatever way that suits you best.
    54
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SG Financial Services

    Bicester
    Providing logical, intelligent financial solutions that reflect your individual requirements is the hallmark of my financial advice.
    49
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Bicester
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6901
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Chipping norton
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    16587
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • David Steers of Douglas Steers & Company

    Chipping norton
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    341
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tom Warren - 2plan Wealth Management

    Buckingham
    Leading wealth management advice from outstanding financial advisers
    89
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Steve Harris at True Potential Wealth Management

    Launton
    I am a fully qualified financial adviser and Wealth Management Partner with True Potential Wealth Management I advise across all aspects of retirement planning and we specialise in the complex area of Defined Benefit / Final Salary pensions
    Recently Added
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.