Top 10 Independent (IFAs) & Restricted Financial Advisers in Oxford

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.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Established since 1999, with over £50 million funds under management. Directly Authorised, Whole of Market Independent Advice.

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.

"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."

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.

My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

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.

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.