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BEST RATED OXFORD, UK FINANCIAL SERVICES

3 Best Financial Services in Oxford, UK

Expert-recommended Top 3 Financial Services in Oxford, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Mark Barclay Wealth Management
Mark Barclay Wealth Management
Mark Barclay Wealth Management
3+ YEARS IN TBR
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MARK BARCLAY WEALTH MANAGEMENT

(4.8 Score)
259 Banbury Road, Summertown, Oxford OX2 7HN, UK Directions

Since 2010

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self-Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services

“Mark Barclay Wealth Management offers a personal service tailored to suit your client's financial needs and aspirations, characterised by distinct quality, integrity and excellence. Mark Barclay is a principal and highly experienced financial adviser at Mark Barclay Wealth Management. He has been advising clients for over 20 years. 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.

2025 Update: They specialise in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.”

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Contact:

01865 950980 07540 330333

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Logic Financial Services Ltd
Logic Financial Services Ltd
Logic Financial Services Ltd
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LOGIC FINANCIAL SERVICES LTD

(4.8 Score)
Bank Chambers, Hill Road, Oxford OX49 5AB, UK Directions

Since 2013

Speciality:

✓ Savings and Investments ✓ Retirement ✓ Mortgages and Life Assurance ✓ Inheritance Tax Planning ✓ Care Planning ✓ Personal Financial Planning

“Logic Financial Services Ltd. provides the right advice at the right time to meet your needs. 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 maximise 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.

2025 Update: Logic Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. They demonstrate the highest commitment to professional standards, ethics and development of their staff.”

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Registration 08552770

Contact:

01491 612 754

Mon-Fri: 9am – 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Oxford Wealth Management
Oxford Wealth Management
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OXFORD WEALTH MANAGEMENT

(4.8 Score)
Lambourne House, 311-321, Banbury Road, Oxford OX2 7JH, UK Directions

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self-Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees

“2025 Update: Oxford Wealth Management is a wealth management, financial advice and planning business based in Oxford and London. Tom Pike is the Principal & Financial Adviser of the firm. He provides highly personalised, face-to-face financial advice to clients across Oxford and London. The team supports individuals and business owners to prudently manage their money and protect their future. They are focused on providing high-quality, bespoke financial planning to empower their clients to reach their financial goals. They provide a wide range of services, whether you are looking to build, grow, protect or preserve your wealth. They offer expert advice across a range of important areas, including tax-efficient investment planning, retirement and inheritance tax planning. They support private individuals, senior executives and business owners with their financial plans to future-proof and protect their money.”

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Contact:

01865 598 522

Mon-Fri: 9am - 5pm
sat & Sun: Closed

TBR® Inspection Report:

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MARK BARCLAY WEALTH MANAGEMENT REVIEWS

I have no hesitation in recommending Mark Barclay Wealth Management. I feel confident and secure knowing that my pension investments are in his hands. He has managed my account effectively through the turbulent times over the last few years and has been swift to respond when I have need help. Thanks for a great service.

Mark welcomed us warmly on Monday morning and was very helpful on several aspects of our finances. He combined our meeting with an internet link with our daughter and we emerged reassured and confident in his guidance. We would not hesitate to recommend him to friends and family.

Mark has been so patient with me and I can't thank him enough for helping me with my pension provision. It's relief to have sorted something so easily. I can't recommend Mark enough. Very easy to work with. Thanks Mark.

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LOGIC FINANCIAL SERVICES LTD REVIEWS

Lindsey at LOGIC has been an amazing help and support during two very difficult times for me and my family. She has gone more than out of her way to help me make good financial and life decisions and I trust her advice completely. Susi and Keith have also been great at providing information and are super response to my often daft questions.

I’ve been using Logic Financial Services for many years now. Always good, sound advice. Very professional and thorough at all times. Highly recommended.

I have used Logic Financial Services for several years , I found them to be very professional, they give you the confidence to trust them with my finances knowing that their professional experience will make sure my money is invested correctly to give you maximum returns.

OXFORD WEALTH MANAGEMENT REVIEWS

Tom is a model professional. He is extremely knowledgeable, very easy to talk to and doesn't use confusing jargon. I look forward to my conversations with Tom because of the clear and calm way in which he delivers his advice. This leads to me to believe that I am in very safe hands. I have absolutely no hesitation in recommending Tom to anyone looking for sound financial advice.

Tom has looked after our investment planning for several years now. We're very happy with the performance, and especially with the personal service and guidance he provides

I have known Tom for five years. He is very knowledgeable and is able to explain any questions I have thought of and also questions I have not even asked. Thank you

TBR® Inspection Score Report

MARK BARCLAY WEALTH MANAGEMENT Total Inspection Points: 116/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

LOGIC FINANCIAL SERVICES LTD Total Inspection Points: 115/120
Business Hours: 8
Complete Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

OXFORD WEALTH MANAGEMENT Total Inspection Points: 114/120
Acknowledgements: 9
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 9
Reviews Study: 9
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10
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