Secure your financial future

Your local Oxford Financial Professionals

Build a trusted, personal relationship between you and your local Financial Planner and Investment Manager - so we can support you to create a more secure financial future.

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What our Oxford team offers

We support a wide range of clients, advisers and organisations with our Financial Planning and Investment Management services.

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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Financial Planning Service

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
Central bankers have a lot to discuss at Jackson Hole
By Charles Stanley
19 Aug 2022 | 7 min read
Article
Energy price shocks continue
By Charles Stanley
19 Aug 2022 | 8 min read
Podcast
Is this a real recession?
18 Aug 2022 | 19 min listen

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