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

McCarthy Wealth Management

Allt yr yn

FCA verified

I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.

Clients
helped

429

Minimum
wealth

£150k+

Can help with

Pensions & retirement

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JM Finn

Eastfield

FCA verified

A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.

Clients
helped

Minimum
wealth

£500k+

Can help with

Pensions & retirement

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North Trail Financial Planning Limited

Barnard castle

FCA verified

We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers. We’re backed by the strength and credibility of M&G plc.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

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Warwick Wealth Management Ltd

Leek wootton and guys cliffe

FCA verified

YOU are the focus of our business: You, your life, your family, your future.

Clients
helped

122

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Mather and Murray Financial

Gloucester

FCA verified

Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.

Clients
helped

2974

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Titan Wealth Planning Limited

Harrogate

FCA verified

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

Clients
helped

3353

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

JBM Wealth

Exeter

FCA verified

Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.

Clients
helped

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Motte & Bailey Financial Planning Ltd

Cold norton

FCA verified

Charles Bailey has been providing financial advice for over 11 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

Ilford

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8039

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Gwersyllt

FCA verified

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

2850

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.