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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
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
White Horse Wealth Management

White Horse Wealth Management

Cumnor
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
20
Minimum
wealth
£50k+
Meet the team
Duncan Wells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Business
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
52
Minimum
wealth
£0+
Meet the team
James Tucker
Can help with
Expatriate finances
Altura Wealth Management

Altura Wealth Management

Thame
Initial consultation free
FCA verified
Restricted
With over 25 years’ experience, I help business owners, professionals and retirees make confident financial decisions — from structuring assets to planning retirement — with clear advice, technical know-how and practical insight.
Clients
helped
23
Minimum
wealth
£100k+
Meet the team
Paul Johnson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Stockbroking services
Evelyn Partners

Evelyn Partners

Bicester
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
985
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
Vivid Financial Planning Limited

Vivid Financial Planning Limited

Streatley
Initial consultation free
FCA verified
Restricted
Vivid Financial Planning is a forward-thinking wealth management firm. We partner with ambitious professionals and time-pressed business owners, delivering bespoke financial strategies that free you to concentrate on what truly matters.
Clients
helped
43
Minimum
wealth
£150k+
Meet the team
Gareth Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Montpellier Asset Management

Montpellier Asset Management

Burford
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
238
Minimum
wealth
£250k+
Meet the team
Simon Whitney
Richard Turnbull
Chris Riddell
William Gregory
Peter Howard
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Sharia finance
and 1 more matches
Douglas Steers & Company

Douglas Steers & Company

Henley on thames
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10417
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
Lifestyle Future Ltd

Lifestyle Future Ltd

Bodicote
Initial consultation free
FCA verified
Restricted
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
The Private Office

The Private Office

Bicester
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
39558
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
Frequently Asked Questions about Financial Advisers in Oxfordshire