Top 10 Independent (IFAs) & Restricted Financial Advisers in Wytham
Canaccord Genuity Wealth Management (CGWM)
OxfordAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped669Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
CumnorWe’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
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentCrowe Financial Planning
OxfordEmpowering our clients and their families to enjoy their wealth and to help achieve true financial peace of mind.
Clients
helped15Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The 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
helped32500Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentTrue Potential Wealth Management - Jason Lynch
North hinkseyI am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
Clients
helped391Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedSaltus Partners LLP
CumnorOur 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
helped676Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentJohn Humphries - Continuum Financial Services LLP
OxfordChartered Financial Planner - IFA; providing unbiased financial planning in a clear and easy to understand fashion. With over 30 years experience, I provide pension and investment advice in whatever way that suits you best.
Clients
helped81Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentContinuum Financial Services LLP
OxfordI am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process less complicated and clear.
Clients
helped122Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
OxfordExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7495Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified Independent7IM Private Clients
OxfordFinding a wealth manager can be difficult, and many focus on themselves and their heritage. Our approach is different: we focus on you.
ClientsRecently added
helpedMinimum
wealth£500k+Pensions & retirementInitial 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.