The Oxford Advisory Partnership Ltd

Independent Financial Adviser  The Oxford Advisory Partnership Ltd, Oxfordshire, Bicester, OX25 3SX
First meeting at adviser's own cost
We look to build a long lasting, professional relationship with each and every one of our clients, to guide them through their financial journey and provide priceless peace of mind. As Independent Financial Advisers, we can do this in a completely unrestricted and unbiased manner, to provide unique and tailored advice, specific to each individual.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
9.4/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Andy Watts CFP, APFS, Cert CII (MP)
Director & Chartered Financial Planner
MR Andy Hill DipPFS Cert CII (MP)
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Kerry Fell DipPFS Cert CII (MP)
Director & Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
MR Steve Penniston DipPFS Cert CII (MP)
Director & Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Certified Financial Planner
What our clients say
I have known my Financial Adviser for almost twenty five years. he has always taken time to explain and give me clear advice. He is always courteous, helpful and approachable. Having worked with him so long, I have come to know him well and trust his advice.
V Taylor, Witney
A great service, thank you. We appreciate the patience in explaining the 'new world' to us.
M Leeming, Northamptonshire
We would have absolutely no hesitation in recommending The Oxford Advisory Partnership to anyone and, indeed, we have done so on more than one occasion.
Mr & Mrs G, Oxfordshire
A clear, professional, no nonsense approach by Oxford Advisory has always provided me with a personal service, impartial advice and most importantly peace of mind knowing that my financial future is skillfully managed on a daily basis to the highest standards
Mrs D, Kidlington
About us

At The Oxford Advisory Partnership, we guide clients on their financial journey through the various stages of life. We do this by getting to know what you want out of life and what the financial requirements might be to achieve your goals. We offer fully independent, professional and unbiased advice on a wide range of financial products.

Our services

We take the time to ensure that all our clients have a full understanding of their finances and are comfortable with all of their investments. Our Financial Review Service will include a comprehensive financial “health-check” with one of our highly qualified advisers, held at an agreed frequency, but at least annually

Where to find us
Head office address: The Oxford Advisory Partnership Ltd, 6 Landscape Close, Weston-On-The-Green, Oxfordshire, Bicester, OX25 3SX
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.4/10
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FCA authorised
Last authorised 26th July 2021

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