Financial Advisers
in Bicester

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 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.

We offer investment strategies that are specifically designed for you. We are a highly principled firm of Independent Financial Advisers, offering full financial planning and wealth management services.

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.

Mattioli Woods is a leading UK provider of wealth management and employee benefits, with offices in Aberdeen, Belfast, Birmingham, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, and Preston, growing both organically and by acquisition to deliver strong, sustainable shareholder returns over the long term.

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.