Oxford Wealth Management - Oxford

Address: Lambourne House, 311-321 Banbury Rd, Oxford OX2 7JH, United Kingdom.
Phone: 1865598522.
Website: oxfordwm.co.uk.
Specialties: Financial advisor.

Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

Location of Oxford Wealth Management

1865598522

Oxford Wealth Management, located at Lambourne House, 311-321 Banbury Rd, Oxford OX2 7JH, United Kingdom, is a financial advisor firm dedicated to helping individuals and families manage their wealth and achieve their financial goals. With a phone number of 1865598522 and a user-friendly website at oxfordwm.co.uk, this company provides a wide range of financial services.

One of the key features of Oxford Wealth Management is their personalized approach. They take the time to understand each client's unique financial situation, goals, and risk tolerance, and then create a customized plan to help them achieve their objectives. Their team of experienced financial advisors uses a variety of strategies, including investment management, retirement planning, tax planning, and estate planning, to help clients build and protect their wealth.

In addition to their personalized approach, Oxford Wealth Management is also known for their commitment to transparency and communication. They believe that clients should always know what is happening with their money, and they provide regular updates and reports to keep clients informed. They also encourage clients to ask questions and provide feedback, so that they can continually improve their services.

Another important aspect of Oxford Wealth Management is their focus on long-term relationships. They believe that financial planning is not a one-time event, but an ongoing process that requires regular review and adjustment. As a result, they work closely with clients to build long-term relationships based on trust, integrity, and mutual respect.

When it comes to reviews, Oxford Wealth Management has an impressive average rating of 5/5 based on 11 reviews on Google My Business. This is a testament to the high level of service and satisfaction that they provide to their clients.

If you are looking for a financial advisor that can help you manage your wealth and achieve your financial goals, Oxford Wealth Management is an excellent choice. Their personalized approach, commitment to transparency and communication, and focus on long-term relationships make them a trusted partner for many individuals and families.

To learn more about Oxford Wealth Management and how they can help you, we recommend visiting their website at oxfordwm.co.uk. Here you can find more information about their services, team, and approach to financial planning. You can also contact them directly by phone at 1865598522 to schedule a consultation and start building a brighter financial future.

Reviews of Oxford Wealth Management

Michael Palfrey

5/5

Tom is a model professional. He is extremely knowledgeable, very easy to talk to and doesn't use confusing jargon. I look forward to my conversations with Tom because of the clear and calm way in which he delivers his advice. This leads to me to believe that I am in very safe hands. I have absolutely no hesitation in recommending Tom to anyone looking for sound financial advice.

Craig Muttitt

5/5

If you are looking for a Financial Advisor, I could not recommend Tom enough. He is everything you could be looking for- super friendly, professional and very knowledgeable. He is always available to deal with any queries we might have and we know our financial affairs are in very safe hands.

Alex Osborn-King

5/5

Tom always gives great advice on any questions I have about the markets & demonstrates his expertise. He prioritises your goals and often reminds me of the priorities that I’ve set in order that I stay on track with my plan.

He makes himself available if I need to discuss any questions with him and is really clear about where and when certain investments are not within his scope which is really helpful. I feel fully confident that my money is being managed well & the performance of my portfolio has been excellent. I would have no hesitation in recommending him as a financial advisor.

Huw Millar

5/5

I was introduced to Tom via my accountant as he was highly recommended. I have never used any wealth managers before so wasn't sure what to expect but I needn't have worried. Tom thoroughly explained each step of the process in easy to understand ways in a very professional manner. His communication is spot on and will let you remain flexible as to when you plan review meetings for your investments. The advice was spot on and the investment is going in the right direction.

Mike Dowsett

5/5

We have used Tom's services for the last four years . He has always given us clear information and advice in a very personable manner . We always understand the implications of our financial actions and are very satisfied with the service provided.

Jamie Beasley

5/5

We have been with Tom for a few years now, he explains everything in clear detail and have found the whole process very efficient.
Wishing you the very best for the future.
Jamie and Wendy

Rosie Belcher

5/5

Highly recommended, very professional and also friendly. Having undertaken advice over the past 5 yrs, the professional and helpful service Tom Pike offers, has helped us to make the decisions required as we plan for the future. Very understanding and helpful advice.

Stephen

5/5

Tom and his team are efficient and super professional. Oxford Wealth Management were personally recommended and I'm very happy with the advice and support received.