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

Find the best FCA regulated financial advisers in Oxford. Get expert help near you with pensions, investments, retirement planning and more
Oxford, Oxfordshire
Octopus Money

Octopus Money

Oxford
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
107
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fidelius Ltd

Fidelius Ltd

Oxford
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
29
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
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
39961
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 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
39961
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
Blakes Financial Management Ltd

Blakes Financial Management Ltd

Oxford
Initial consultation free
FCA verified
Independent
Our simple principle is always to only provide advice that we would be happy to implement ourselves.
Clients
helped
95
Minimum
wealth
£0+
Meet the team
Alan Butler
Steven Price
Can help with
Pensions & retirement
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
M&G Advice

M&G Advice

Oxford
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2283
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Redmayne Bentley Investment Managers

Redmayne Bentley Investment Managers

Oxford
Initial consultation free
FCA verified
Independent
At Redmayne Bentley, we bring extensive experience in bespoke investment management and financial planning with over 25 office locations nationwide.
Clients
helped
163
Minimum
wealth
£100k+
Meet the team
Paul Keith-Jopp
James Andrews
Roy Kaitcer
Can help with
Financial planning
Investments
Savings
Long Term Care
Stockbroking services
Evelyn Partners

Evelyn Partners

Oxford
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
1077
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
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
10612
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
Evelyn Partners

Evelyn Partners

Oxford
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
1077
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
Frequently Asked Questions about Financial Advisers in Oxford