Top 20 Independent Financial Advisers in Oxfordshire

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  • 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.
    24
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Excel 121 Ltd

    East hendred
    Excel 121 is a small firm covering the home counties. I am based in Oxfordshire and offer bespoke advice to families and small businesses.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lewis Tomlins - True Potential Wealth Management Limited

    Abingdon on thames
    I am passionate about people and love nothing more than having an opportunity to forge new relationships and in the process becoming a part of their journey to achieve their financial goals.
    New adviser
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Goring on thames
    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.
    26
    £100k+
    9.5
    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,
    22
    £50k+
    9.3
    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.
    50
    £250k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Greg Charlton - True Potential Wealth Management

    Henley on thames
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    11
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cms Financial Management Ltd

    Stoke lyne
    At CMS we appreciate every client is different and therefore how we work depends on your personal needs and circumstances.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kingswood

    Abingdon on thames
    Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
    169
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Oxford
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    New adviser
    £50k+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Beesure Financial Planning Ltd

    Oxford
    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.
    120
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Oxford
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    96
    £0+
    8.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Kidlington
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Bloxham
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    15
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Chipping norton
    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.
    31
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum Financial Services LLP

    Kennington
    With a decade of industry experience, I can offer you unbiased and Independent advice via face to face, telephone or video call appointments.
    11
    £50k+
    9.3
    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.
    44
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Amber Wealth Creation Ltd

    Hanborough
    Speak to a Chartered Financial Planner for Specialist Pension Transfer, Investment and Tax Advice.
    44
    £250k+
    7.0
    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.
    69
    £0+
    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.