Independent Financial Advisers in Oxford > Financial Management

Financial Management

View phone number Stokesfield Farm, Knightsbridge Lane,
WATLINGTON,
OX49 5AT
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About Us

Brief description

Independent Financial Advisers specialising in Pensions, Mortgages - including Home Equity Release, Investment and Tax Planning.
Initial consultation free of charge.
Male and Female advisers available.

Trade Bodies / Associations

Directly Regulated by the Financial Services Authority.
Member of the Association of Mortgage Intermediaries.
Member of the Chartered Insurance Institute.
Member of IFAP.

Any Specialist Products or Services?

We are small enough to provide a completely personalised service, yet large enough to negotiate improved terms with Investment Groups, Life Assurance and Pension providers.
One of the few firms offering advice to the elderly in respect of Lifetime Mortgages.

When did your business start trading?