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Top 10 Independent (IFAs) & Restricted Financial Advisers in Oxfordshire

Find the best FCA regulated financial advisers in Oxfordshire. Get expert help near you with pensions, investments, retirement planning and more
Oxfordshire
Hannon Evans Wealth Management Ltd

Hannon Evans Wealth Management Ltd

Mapledurham
Initial consultation free
FCA verified
Restricted
I am an experienced Financial Planner with 20+ years in the financial services industry. I specialise in pensions, investments and protection and will aim to develop a tailored financial plan for you based on your individual circumstances and objectives.
Clients
helped
35
Minimum
wealth
£50k+
Meet the team
Matthew Evans
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Watlington
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
971
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
White Horse Wealth Management

White Horse Wealth Management

Cumnor
Initial consultation free
FCA verified
Restricted
Unsure if you can achieve your goals? We provide personalised financial advice by spending time understanding your circumstances and requirements so that you can make fully informed, confident decisions on how best to reach your objectives.
Clients
helped
20
Minimum
wealth
£50k+
Meet the team
Duncan Wells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Business
Douglas Steers & Company

Douglas Steers & Company

Henley on thames
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10393
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Montpellier Asset Management

Montpellier Asset Management

Garsington
Initial consultation free
FCA verified
Independent
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped
236
Minimum
wealth
£250k+
Meet the team
Simon Whitney
Richard Turnbull
Chris Riddell
William Gregory
Peter Howard
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Sharia finance
and 1 more matches
Yellow Bear Financial Consultancy

Yellow Bear Financial Consultancy

Garsington
Initial consultation free
FCA verified
Independent
Offices in Bucks and Oxfordshire. We offer a modern and friendly approach to the complex area of financial planning.
Clients
helped
120
Minimum
wealth
£100k+
Meet the team
Nicholas Ryan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Bicester
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39518
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Douglas Steers & Company

Douglas Steers & Company

Littlemore
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10393
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
sg

Steven Goode Abacus Associates

Watlington
Initial consultation free
FCA verified
Independent
Helping individuals, families, and businesses make confident financial decisions that truly support their goals and dreams.
Clients
helped
20
Minimum
wealth
£0+
Meet the team
Steven Goode
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Montpellier Asset Management

Montpellier Asset Management

Charlbury
Initial consultation free
FCA verified
Independent
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped
236
Minimum
wealth
£250k+
Meet the team
Richard Turnbull
William Gregory
Chris Riddell
Peter Howard
Simon Whitney
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Stockbroking services
Mortgages
Frequently Asked Questions about Financial Advisers in Oxfordshire