Secure your financial future

Your local Oxford Wealth Managers

Build a trusted, personal relationship between you and your local Wealth Management team - so we can support you to create a more secure financial future.

Request a call back Meet the team

What our Oxford team offers

We support many clients, advisers and organisations with financial planning and investment management services in Oxford.

Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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Holistic Financial Planning

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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Working with Financial Advisers

We work for you so that you can work better for your clients, by providing a wide range of investment services to support you to be able to focus on what you do best - managing your client's holistic financial plan.

  • Helping you free up your time to focus on your client by letting us take care of your clients investment portfolios.
  • We cater for a wide range of investment needs, offering truly bespoke to centrally managed portfolios.
  • Supporting you with the evolving regulatory challenges and any risks or opportunities that arise.
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Speak with your Financial Planner & Investment Manager

01865 320000

Monday - Friday (9am - 5pm)

Latest insights

Wealth today and tomorrow
Read Giles’ story to find out how he helped Rebecca understand that she had enough money to support her son, allowing him to move closer to his young daughter while Rebecca could still enjoy a comfortable retirement.
By Giles McKean
Investment Manager
Article
How should you invest during a recession?
By Rob Morgan
Spokesperson & Chief Analyst
22 Feb 2024 | 12 min read
Article
UK recession already over?
By Garry White
Chief Investment Commentator
22 Feb 2024 | 7 min read
Article
Changes of government can affect investment strategy
By Charles Stanley
22 Feb 2024 | 7 min read

About the Oxford team

Where to find us

We are always happy to welcome you to the Oxford office.

Willow Court, Minns Business Park, 7 West Way, Botley
Oxford
OX2 0JB
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert in Oxford.

01865 320 000 (Open Mon-Fri, 9am-5pm)

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