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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, South East England
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
160
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
Lee Wyllie – True Potential Wealth Management

Lee Wyllie – True Potential Wealth Management

Oxford
Initial consultation free
FCA verified
Restricted
For more than 30 years, I’ve been helping individuals, families and businesses achieve their financial goals. I have a wealth of knowledge and experience, and specialise in providing tailored advice on retirement planning and wealth management.
Clients
helped
23
Minimum
wealth
£150k+
Meet the team
Lee Wyllie
Lee Barrow
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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
10466
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
Touchstone Investment Advisers Ltd

Touchstone Investment Advisers Ltd

Oxford
Initial consultation free
FCA verified
Independent
We are a team of highly qualified financial advisers with extensive experience working with clients all over the UK seeking to maximize their pensions and investments.
Clients
helped
134
Minimum
wealth
£100k+
Meet the team
Zachary Evans
Felicity Rice
Can help with
Pensions & retirement
Financial planning
Savings
Expatriate finances
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
2241
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
James Tucker - Blacktower Financial Management

James Tucker - Blacktower Financial Management

Oxford
Initial consultation free
FCA verified
Independent
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
55
Minimum
wealth
£0+
Meet the team
James Tucker
Can help with
Expatriate finances
Saltus Partners LLP

Saltus Partners LLP

Oxford
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1046
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Oxford
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10466
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
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
39624
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
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
100
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Oxford