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

Find the best FCA regulated financial advisers in Wheatley. Get expert help near you with pensions, investments, retirement planning and more

Yellow Bear Financial Consultancy

Garsington

FCA verified

Offices in Bucks and Oxfordshire. We offer a modern and friendly approach to the complex area of financial planning.

Clients
helped

112

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Montpellier Asset Management

Garsington

FCA verified

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

218

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

Risinghurst and sandhills

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8051

Minimum
wealth

£0+

Can help with

Pensions & retirement

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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

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Oxford

FCA verified

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

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Blakes Financial Management Ltd

Oxford

FCA verified

Our simple principle is always to only provide advice that we would be happy to implement ourselves.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

PSA Financial Services - Elliot Conteh

Oxford

FCA verified

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

Clients
helped

404

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

James Tucker - Blacktower Financial Management

Oxford

FCA verified

Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions

Clients
helped

Minimum
wealth

£0+

Can help with

Expatriate finances

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Hartsfield Financial Services Ltd

Oxford

FCA verified

We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.

Clients
helped

375

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Mattioli Woods

Oxford

FCA verified

With a client first approach, we deliver tailored, tax-efficient financial solutions, from investments and pensions to succession and estate planning. Offering transparent, fee based advice, you can us trust to achieve your financial ambitions.

Clients
helped

Recently added

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.