At The Oxford Advisory Partnership, we guide clients on their financial journey through the various stages of life. We do this by getting to know what you want out of life and what the financial requirements might be to achieve your goals.
Such goals are rarely achieved by accident, more usually by design. We will create a plan for your journey that tries to anticipate and cater for key events along the way. We will keep working with you to review and refine your plan, ensuring it remains relevant as circumstances arise along the way.
We will also work with you in the knowledge and belief that every individual client and business is unique. We pride ourselves on taking the time to understand our clients and tailor our advice regarding financial, investment and service solutions to match their needs and wants.
“No matter how many questions, however many times I ask, Steve will take the time to listen and expertly explain without jargon, so that I properly understand the expert advice I received”
“A clear, professional, no nonsense approach by Oxford Advisory has always provided me with a personal service, impartial advice and most importantly peace of mind knowing that my financial future is skilfully managed on a daily basis to the highest standards”
“Neither my wife nor I can claim any real knowledge of financial planning, beyond knowing that it is vital. Instead, we have been fortunate indeed to tap into the first class, professional expertise that you have so consistently provided. Your advice has been sound. Decisions have been made with us and by us, but never for us.”
“We would have absolutely no hesitation in recommending The Oxford Advisory Partnership to anyone and, indeed, we have done so on more than one occasion.”
“Sound and impartial advice, underpinned by regular reviews of our financial situation and our attitude to risk has resulted in consistently good returns on our investments through some turbulent economic times.”
“Steve Pitson has been our adviser for several years and we have always been very pleased with his personal services. He has taken time to understand our family’s needs”
“Steve made sure on his visits to explain things in great detail so that I understood the proposed options”
“Steve, may I take this opportunity to thank you all for the 2014 Budget Summary booklet you so quickly sent out to us, it’s very clear and helpful. I don’t know how you did it so quickly!”
“We appreciate your patience and very clear explanations, Paul, which have enabled us to make our own judgements.”
“Paul has been very helpful with the whole family”
“As always, Paul Harris does a superb job in maximising our investments whilst minimising the tax liability. We have known him for over 25 years and he is almost a member of the family!”
We’d love to hear from you. As a firm of Independent Financial Advisers we can give you the most suitable advice for your needs from the whole of the market. It also means we are able to advise on a wide range of financial products that are available and place your interests at the heart of the advice that we give.
Not everyone’s financial advice is independent. Ours is.