Top 20 Independent Financial Advisers in Oxford

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  • Ascot Lloyd

    Bosham
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    14
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Oxford
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    74
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Austin Chapel Independent Financial Advisers LLP

    Oxford
    Established since 1999, with over £50 million funds under management. Directly Authorised, Whole of Market Independent Advice.
    85
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum Financial Services LLP

    Oxford
    Our aim is very simple, to provide a lifetime of financial planning experience, where the advice is uncomplicated,
    24
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beesure Financial Planning Ltd

    Splott
    Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Efficient Portfolio Wealth Management Ltd

    Oxford
    Providing individually tailored financial plans to to help clients clarify and then meet their future goals and aspirations.
    126
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cornerstone Financial Planning

    Oxford
    Over 30 years experience and a contributor to BBC Radio. Commended by Which? and voted 'Shopper's Choice' by Financial Advisor.
    45
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Oxford
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    61
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sutton Winson Wealth Management

    Twickenham
    You’re unique. We will create the right plan by immediately meeting with you to fully understand your financial circumstances.
    103
    £0+
    7.0
    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.
    68
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Private Office

    Oxford
    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.
    50
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Brighton
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    119
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Herbert & Webster

    Littlemore
    It’s our mission to improve the lives of every single client we work with, helping them to realise the dream of financial freedom to secure the retirement lifestyle they desire… We would love to do the same for you.
    52
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Littlemore
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    11
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential LLP

    Chineham
    Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
    33
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milestone Financial Planning

    Hardingstone
    We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
    21
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Martin Amer - True Potential Wealth Management

    Cambridge
    My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.
    11
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Shilton and barnacle
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Exeter
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Eynsham
    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.
    65
    £100k+
    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.