Mark Barclay Wealth Management - Oxford

Mark Barclay Wealth Management, located at Address: 259 Banbury Rd, Summertown, Oxford OX2 7HN, United Kingdom, is a reputable financial planning firm. They can be reached at Phone: 1865950980 or through their website mbarclay.co.uk.

This company specializes in Financial planner services. They are known for their personalized approach, providing clear and confident solutions for their clients. Mark Barclay Wealth Management is wheelchair accessible, with an accessible entrance, parking lot, and restroom, making it convenient for all clients.

Client Reviews

Mark Barclay Wealth Management has received numerous positive reviews from their clients. They are praised for their approachability, with clients stating, "Mark was very approachable and gave us really practical advice - we left feeling clear and confident on next steps. Highly recommend." and "Mark welcomed us warmly on Monday morning and was very helpful on several aspects of our finances."

Their clients also appreciate their comprehensive approach, combining meetings with internet links for family members, leaving them "reassured and confident in his guidance." The firm's commitment to client satisfaction is evident in these reviews, with clients not hesitating to recommend them to friends and family.

Additional Information

The company has a 5/5 average opinion based on 16 reviews on Google My Business. This high rating reflects their dedication to providing excellent service.

Recommendation

Mark Barclay Wealth Management is a reliable choice for financial planning services. Their personalized approach, combined with their commitment to client satisfaction, makes them a recommended choice for those seeking financial guidance. If you're looking for a financial planner, we encourage you to visit their website mbarclay.co.uk to learn more about how they can help you.

👍 Reviews of Mark Barclay Wealth Management

Abigail G.

5/5

Mark was very approachable and gave us really practical advice - we left feeling clear and confident on next steps. Highly recommend.

John T.

5/5

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.

Ivan F.

5/5

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.

Mel S.

5/5

We would very happily recommend Mark to anyone wishing to invest their money for whatever result you are looking for. He is responsible and has always been honest with his recommendations. Even through the last few years, where the market has been up and down like a yoyo, our investment has performed above the average. Definitely a great financial choice.

Matt N.

5/5

We have known Mark for over 15 years, and have recently entrusted him to review our Insurance requirements. We sat down with Mark and he reviewed our total financial situation, Mark was able to advise us on the right Life Assurance for us. We have been so impressed with his professional service that we will be looking to review our pensions with him shortly. We can not recommend him highly enough.

Norman L.

5/5

I have been a client of St James's Place for many years and have significantly profited by their expertise. My own personal financial adviser, Mark Barclay, has been particularly helpful and supportive and always at hand to deal with any questions or issues that I may have. I can recommend him and St James's Place with no reservations whatsoever. Five star service!

Erin R.

5/5

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.

Malcolm M.

5/5

Mark Barclay has handled my affairs for many years and I have always found him helpful with good timely advice which has been extremely valuable and deals with any worries one might have about financial planning. In addition, his staff are all friendly and responsive.