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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
Evelyn Partners

Evelyn Partners

Wootton
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
1056
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
Steve Dixon at AFH Wealth Management

Steve Dixon at AFH Wealth Management

Chipping norton
Initial consultation free
FCA verified
Independent
Your first meeting’s costs are covered by your adviser. We can meet in person or online. We offer specialist advice on pensions investments and protection.
Clients
helped
296
Minimum
wealth
£250k+
Meet the team
Steve Dixon
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Stockbroking services
Fairstone Group

Fairstone Group

Bicester
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15225
Minimum
wealth
£0+
Meet the team
James Relph
John McLaren
Hannah Lucy
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

Didcot
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
39863
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
White Horse Wealth Management

White Horse Wealth Management

Chilton
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
21
Minimum
wealth
£50k+
Meet the team
Duncan Wells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Business
Montpellier Asset Management

Montpellier Asset Management

North newington
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
239
Minimum
wealth
£250k+
Meet the team
Simon Whitney
Richard Turnbull
Chris Riddell
William Gregory
Peter Howard
+1
Can help with
Mortgages
Featherstone Partners

Featherstone Partners

Oxford
Initial consultation free
FCA verified
Independent
Independent Financial Planning and Investment Advice
Clients
helped
< 10
Minimum
wealth
£250k+
Meet the team
Luke Ashton
Edmund Bailey
Sophie Burke-Murphy
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Oxford
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
39863
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Francine Kelly
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
The Pension Planner

The Pension Planner

Kennington
Initial consultation free
FCA verified
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Oxford, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped
5707
Minimum
wealth
£100k+
Meet the team
Nicholas Pratt
Andrew Hursthouse
Dave Garforth
Craig Holland
Holly Evans
Can help with
Pensions & retirement
Business
Douglas Steers & Company

Douglas Steers & Company

Didcot
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10573
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
Frequently Asked Questions about Financial Advisers in Oxfordshire