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60%

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4.6out of 5

Jonathan Walsh

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Saving for children
Having worked in financial services, in a variety of roles, since 1985 the thing I still enjoy the most is that moment when the penny drops and client... Read More
Serves clients with: Any level of wealth
Chartered Financial Planner
Contributor

60%

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4.4out of 5

Ian Hunt

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities
Highly personalised service to a select number of clients, for whom we wish to have a deep understanding of their goals and priorities. With many of o... Read More
Serves clients with: Over £50k of investable assets or household income
Chartered Financial Planner
Contributor

59%

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4.6out of 5

Jon Elkins

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% clients advised in each area  :

Investments

50%

Annuities

21%

Pensions

79%

Insurance & Protection

7%
I help people to plan for and achieve the best financial circumstances for their future. My experience from over 20 years has equipped me with substa... Read More
Serves clients with: Over £50k of investable assets or household income
Jon's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

58%

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4.7out of 5

Jeremy Arthur

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% clients advised in each area  :

Investments

75%

Annuities

8%

Pensions

67%

Insurance & Protection

17%
We are a privately owned, award winning, company committed to helping private clients build, manage and protect their wealth throughout the generation... Read More
Serves clients with: Over £250k of investable assets or household income
Jeremy's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

56%

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Graham Lindsey

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning
We are a caring, proactive firm of Independent Financial Advisers and offer clear, jargon free advice to individuals and businesses. We work to develo... Read More
Serves clients with: Any level of wealth
Contributor

56%

MATCH FOR YOU

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4.8out of 5

Mark Young

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% clients advised in each area  :

Investments

100%

Annuities

42%

Pensions

79%

Insurance & Protection

13%

Later life planning

8%
My purpose is to help people get the life they want in the time they have available. You see, life is not a dress rehearsal and precious time is slipp... Read More
Serves clients with: Over £100k of investable assets or household income
Mark's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner

Latest client reviews of Oxford IFAs

Damian was very knowledgeable about my mortgage and pension and gave me some great advice that allowed me to get the best deal.    Read More
Dean Dodd
His communication of the advice given is excellent. The report prepared by Ian was very clear and succinct.    Read More
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Can't find the right Oxford IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Oxford.

Peter BirdMathews Comfort Financial Services Limited
Paul BerrimanOxford Investment Partners Limited
Leo DunneOxford Investment Opportunity Network Limited
David HowellsVencap International Plc
Jack EdmondsonOxford University Endowment Management Limited
Henry PagetHenry Paget Ltd
John GuthrieSoyuz Investments Ltd
Martin FiennesMartin Guy Fiennes
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