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Retirement Planning

Achieving financial independence means having enough income at a point in time, to decide whether to work or not. When planning for your future, you need to consider the lifestyle you want when you retire and how you’ll support it.

It’s essential that you review your retirement planning strategy regularly. We can advise you with taking steps to make it more certain that your retirement plans will be able to achieve the income you want when you retire.

Inheritance Tax Planning

Inheritance tax (IHT), and the rules and regulations governing it, can be complicated, just like many of the options for limiting any potential tax bill, when passing on your wealth. With the right advice and careful financial planning we can help you avoid making the taxman your largest beneficiary on your death.

Investment Advice

Investing should be clear and straightforward for everyone. No confusing jargon or hidden fees. At The Oxford Advisory Partnership we will explain what options you have, how to manage risk, how to help you make use of your allowances and invest tax-efficiently. Investing involves more than blind luck, we can assist you in planning an investment strategy most appropriate for your needs and circumstances.

Welcome to

The Oxford Advisory Partnership Ltd

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.

Testimonials

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The Oxford Advisory Service has provided a consistently outstanding level of service over many years. I have recommended them, without reservation, to my friends. They provide an invaluable service in all areas of my personal financial planning, which gives me great peace of mind in retirement.

Miss D, Kidlington
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My experience with the Oxford Advisory Partnership has been excellent.

Mrs G, Marston
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We rely heavily on Steve Penniston’s expertise and knowledge and trust him to always give us sound financial advice.

Mr & Mrs E, Aynho
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Steve Penniston is an excellent Financial Adviser who took the time to think about my circumstances and what would suit me best. I feel thoroughly reassured

Mrs S, Oxford
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I received very a comprehensive and thorough analysis of my financial situation from Andy Watts, as well as honest and straightforward advice.

Mr S, London
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As a client of the Oxford Advisory Partnership (OAP) I have been recommending the company to University colleagues of mine for some time. I am very much impressed by Andy Watts who has taken over as my Financial Adviser. This reinforces my already high regard for the OAP.

Dr P, Oxford
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Andy Hill treated me in a friendly and helpful manner, and I would be happy to recommend him to a friend or colleague.

Mr D, Kidlington
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I’ve always been very satisfied with the service I’ve received from Kerry Fell of the Oxford Advisory Partnership.

Mrs G, Bournemouth

Speak to 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. 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.