Financial Advisers
in Oxfordshire

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Recommended Financial Advisors

Wills & Trust I F P Ltd
01844212907 Oxfordshire, Thame, OX9 3EH
Established for well over 25 years, the award-winning Wills & Trusts Group believes in treating clients as people, not just as a number. This family” philosophy makes the company one of the most highly respected amongst financial advisers.
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The Ethical Partnership
01993834906 Oxfordshire, Witney, OX28 6HG
We are independent financial planners who specialise in ethical and socially responsible investment. Our aim is to provide financial solutions to meet both your financial planning and ethical and socially responsible objectives, incorporating "holistic" or "lifestyle" financial planning.
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Thomas & Co
01235522003 Oxfordshire, Abingdon, OX14 5DH
We aim to treat you fairly in all our dealings and to provide information to you clearly so that you are able to understand the benefits, risks and costs of any recommended product or service. Also, we aim to make it easy for you to understand what you may reasonably expect from our service or from any policy or plan we have recommended.
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Nigel Wearden IFA
01295660571 Oxfordshire, Banbury,
Nigel has a wide-ranging experience of pensions, investments and taxation issues, and provides advice on these matters to individuals, companies and partnerships.
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Orchard Property & Financial Services
01491833414 Oxfordshire, Wallingford, OX10 8DL
Our experienced advisers are able to search a comprehensive panel of lenders to secure the most suitable mortgage tailored for your individual circumstances and complete the whole process from application through to completion.
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McGrath Rathbone Financial Management
01993813500 Oxfordshire, Woodstock, OX20 1LH
As one of our valued clients, your portfolio will be looked after by a experienced adviser. It is the adviser’s responsibility to monitor the performance of your investments and ensure as far as possible that, over time, the results meet with your objectives. Each adviser is in turn supported by a specialist team of administrators, dedicated to providing you with the best available investment research, thanks to our online information resources.
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Ian J Hunt Financial Planners
01844355848 Oxfordshire, Chinnor, OX39 4DU
Perhaps you are looking for someone who is equally conscious of having the right work/life balance. Maybe you are looking for someone who also has a list of amazing experiences just waiting to be fulfilled, and a plan of how to enjoy them?
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CRM & AGM Independent Financial Advisers Ltd
01865370708 Oxfordshire, Kidlington, OX5 1JE
We are a Partner Practice of St. James's Place Wealth Management, one of the UK’s most prestigious wealth management organisations. Together we specialise in meeting the financial needs of people who have created significant capital, or who earn high incomes and whose circumstances are therefore more complicated than most.
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Fiscus Ltd
01865593143 Oxfordshire, Oxford, OX33 1XW
Fiscus undertake advisory, research and training assignments in the areas of public finance management and public policy. Our primary focus is on the public administration systems and public policy processes of developing and transition countries.
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Cotswold Financial Planning
01608651608 Oxfordshire, Chipping Norton, OX7 5SR
From the very start we wanted to make financial advice something clients would value and appreciate. We believe in a thing called service and creating long term relationships. Whether it's helping a young couple buy their first home, or a newly retired couple manage their retirement savings, it's what gets us out of bed in the morning!
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