Financial Advisers
in Thame

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.

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?

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.

Turmoil in the world's financial markets brought gloomy news for the start of 2009. Several famous UK companies have already gone out of business and there is no doubt that this year is going to be tough for small business and big business alike. And when things get tough it is essential that you have somebody providing the essential financial skills to help your business survive and thrive.

We aim to gain an in depth understanding of your objectives and gauge your appetite for risk and reward. Utilising the extensive resources available to us we will then carry out our research, to select the products and investment solutions most suited to your needs and circumstances and we will then prepare a detailed personal report for you, which explains our understanding of your requirements and the reasons behind our recommendations.

Wendover Financial Ltd are Independent Financial Advisers committed to offering excellence in advice and service. We genuinely put our clients’ interests and what is right for them, first. Between them, Alastair and Tim as Directors and Gerry, James, Rob and Jon as associates have well over a hundred years of experience in financial services and have clients who, in many cases, have been with them for decades.

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.

Shirley is Bicester’s only female Independent Financial Adviser, with access to the whole of the market. She has a portfolio of clients in the surrounding area. She has over 25 years experience of helping people achieve their financial goals and prides herself on her friendly and professional manner.