Top 10 Independent (IFAs) & Restricted Financial Advisers in Oxford
Lee Wyllie – True Potential Wealth Management
OxfordFor more than 30 years, I’ve been helping individuals, families and businesses achieve their financial goals. I have a wealth of knowledge and experience, and specialise in providing tailored advice on retirement planning and wealth management.
Clients
helped15Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedScott Hanley at True Potential Wealth Management LLP
LittlemoreYour financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
Clients
helped411Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedBlack Lion Wealth Management
OxfordWe are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
Clients
helped1380Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Touchstone Investment Advisers Ltd
OxfordWe are a team of highly qualified financial advisers with extensive experience working with clients all over the UK seeking to maximize their pensions and investments.
Clients
helped98Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
OxfordIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Clients
helped32857Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentEverystep Financial Services
OxfordWe believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped122Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentSaltus Partners LLP
OxfordOur mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped703Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentEduardo Ferreira Simoes At Julian Harris Financial Consultants
OxfordGuiding You to Grow, Preserve, and Share Your Wealth & Legacy. Together, Let’s Set Sail for Financial Elysium
Clients
helped11Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
OxfordWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped288Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentAustin Chapel Independent Financial Advisers LLP
OxfordEstablished since 1999, with over £50 million funds under management. Directly Authorised, Whole of Market Independent Advice.
Clients
helped594Minimum
wealth£0+Pensions & retirementGAKInitial consultation free FCA verified Independent
How can a financial adviser help me?
An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:
- Accessing your pensions
- Choosing how to take your pension income
- Investing for the medium or long term
- Protecting your family finances
- Finding life insurance, critical illness cover and income protection
- Starting a business
- Setting up and managing a personal pension
- Funding long-term care for yourself or a loved one
- Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.
Why use Unbiased?
Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.