3 Best Financial Services in Oxford

“Mark Barclay Wealth Management is a reputed financial service provider in Oxford. Mark Barclay is a principal and highly experienced financial adviser at Mark Barclay Wealth Management. He has been advising clients for over 20 years. The firm offers a personal service tailored to suit its client's financial needs and aspirations, characterised by distinct quality, integrity and excellence. Their practice philosophy focuses on maintaining long-term, trusted relationships with clients. Whether you want to build, grow, protect or preserve your wealth, they provide private clients and businesses with a single point of contact for all their wealth management requirements. At the Stevie Awards for Sales & Customer Service, they received the Gold Stevie Award for Achievement in Customer Experience in the Financial Services category.”

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“Logic Financial Services Ltd. is a well-known financial services provider in Oxford. Harjeet Heer is the director of this firm. Harjeet is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is qualified to advise on all aspects of financial planning. As a Later Life Accredited Adviser, he can also advise on care fee planning. Harj has been included in VouchedFor’s “Guide to the UK’s Top Rated Financial Advisers” for the last four years. Logic Financial Services Ltd. has a team of professionals, including qualified advisers and support staff, who help clients maximize their assets, ensuring financial security and leaving a lasting legacy for future generations. Most of their advisers are Chartered Financial Planners, representing the “gold standard” for qualifications in the industry, which means they are at the forefront of their profession. They are members of the Personal Finance Society and abide by its code of ethics. Whatever your needs, they can confidently help you plan your financial future.”

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“Herbert & Webster Ltd. was founded in 2010 by Adam Herbert and Colin Webster. Adam Herbert is a chartered financial planner who gives unbiased financial solutions that exactly fit your needs. The passionate and highly knowledgeable team at Herbert & Webster Ltd. comes from multinational financial institutions with years of experience. The firm strives to provide impartial, independent advice to secure your desired retirement lifestyle. Their comprehensive financial and wealth planning services are a four-stage process with collaboration at every stage. They work for you through the initial conversation and financial planning stages, including cash flow forecasting, implementation, and ongoing service. Now, 14 years later, they have grown considerably and are looking after wealthy private clients and business owners, with approximately £150 million in assets under advice. They advise business clients on pension analyses, group pensions, individual protection, and relevant life policies. In addition, Herbert & Webster Ltd. offers a free 15-minute consultation to find out how they can help you with your financial future.”

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