Financial Advisers
in Woodstock

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.

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.

I set myself high standards and take great care to ensure my advice is accurate, clear, organised, the best solution, charged fairly and presented in a warm and friendly manner.

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.

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.

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.

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!