About Us

We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements.

We base our recommendations on individual circumstances, performance, service, cost and corporate stability.

Our main aims are:

  • to provide a personal and professional service to our clients
  • to surpass client expectations
  • to provide reports and advise using langauge you will understand
  • to invest in and utilise the potential provided by the latest technology for gathering information and for communicating where appropriate
  • to earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments.

Let us do the hard work and look after the whole spectrum of your financial concerns, leaving you free to enjoy life.

Advice Process

We offer an initial meeting to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.

During our initial meeting we will listen to your needs and look at your situation. By gathering information from you we are able to adapt our advice process based on your financial plans for the future.

We use the latest analytical tools and technology to help us personalise and tailor your portfolio based on the latest deals and products currently available.

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.

Key Steps

  • Initial meeting discussing your aims and talking you through our services
  • Gathering information and setting goals and aims
  • Preparing a financial plan
  • Showing you and explaining your financial plan

 

Ongoing process of implementing and reviewing your plan on a regular basis.

Treating Customers Fairly

Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.

Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.

The Oxford Advisory Partnership fully supports the Financial Conduct Authority TCF initiative and believes it satisfies the six consumer outcomes which are summarised below:

  • Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
  • Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.
  • Consumers are provided with clear information and are kept appropriately informed before, during and after the point of sale.
  • Where consumers receive advice, the advice is suitable and takes account of their circumstances.
  • Consumers are provided with products that perform as firms have led them to expect, and the associated service is of an acceptable standard and as they have been led to expect.
  • Consumers do not face unreasonable post-sale barriers imposed by firms to change product, switch provider, submit a claim or make a complaint.

Contact us today.

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.
Not everyone’s financial advice is independent. Ours is.