Best Financial Advisors in Abingdon

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Abingdon area.

Mark O'Hara Financial Limited

Mark O'Hara Financial Limited

(5)
“5 stars just isn't enough! Absolutely superb service. We had struggled to find a mortgage to suit us and had lost all hope of buying our first home until we met Rebecca at Mark O'Hara. Not only did Rebecca find a mortgage to suit us but she also sort...”
58A Hadland Rd, Abingdon OX14 3YH
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Kingswood

Kingswood

(1)
“I recently consulted Thomas and Co. Financial Services, about my early retirement options and I must say that I have been extremely impressed with the clear, jargon free advice I've received. The investment portfolio put in place, by Thomas and Co, h...”
In Business Since 2019
98 Ock St, Abingdon OX14 5DH
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Financialmerrett

Financialmerrett

(4)
“Financial Merrett is a family business but runs efficiently like a big establishment. I would recommend them for a range of financial products, especially their mortgages, as I've experienced first-hand. Josh, who specialised in mortgages, not only m...”
23+ Years Experience
11 Holly Ln, Drayton, Abingdon OX14 4FW
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The Mortgage Company

The Mortgage Company

(50)
Mortgage Capacity Reports, Premium Service, Client Experience
“My partner and I are in the process of buying our first home together, and Julie has been amazing in helping us to set up our mortgage. She has explained everything to us really well and her communication has been fantastic. Julie is friendly and app...”
104-106 Corn St, Witney OX28 6BU
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Responsible Equity Release Oxford

Responsible Equity Release Oxford

(43)
  • Options
  • Products
  • Questions
“Andy Pike, Professional, Knowlegable, Caring. I was recommended to Andy by a close friend who he had helped with their Equity release. I would highly recommend Andy Pike to help you with your Equity release. I found him to be very knowledgable and ...”
Hope House, 2 Stanley Cl, Yarnton, Kidlington OX5 1UN
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Mathews Comfort Financial Planning

Mathews Comfort Financial Planning

(37)
  • Worry
  • Risk
  • Team
“Excellent support and advice given when considering our early retirement options. Christine took time to get to know us and our future ambitions. The detailed analysis and scenario predictions were thorough and clear to understand. We have full confi...”
1, Business Park, Oak Court, North Leigh, Witney OX29 6SW
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Tony Pound

Tony Pound

(34)
  • First Time Buyers
  • Mortgage
  • Information
“Tony has put my mind at ease, explaining what he proposed in detail so that I was able to understand it. Even following up with emails and texts to make sure I was happy. I feel totally at ease knowing that Tony has my best interests in mind. I was i...”
In Business Since 2022
19 Hurst St, Oxford OX4 1EZ
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Purley Financial Planning

Purley Financial Planning

(38)
  • First Time Buyers
  • Divorce
  • Mortgage
“Kye was amazing, he worked tirelessly from the time we contacted him, advising us through every stage of our mortgage application. He went beyond his call of duty always just an email or phone call away when we needed quick answers. We will definitel...”
10 Menpes Rd, Reading RG31 6GF
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Frizzell Wealth Management

Frizzell Wealth Management

(27)
  • Investment
  • Expertise
  • Team
“Sanal Sundaresan , our mortgage advisor for more than 2 and half years, provided and excellent service arranging our mortgage as first time buyers, than remortgaged and also our first BTL house. He is non stop proactive, efficient and experienced ...”
Transparent Fees & Pricing
Serving Abingdon Area
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Slade Legal Solicitors Didcot

Slade Legal Solicitors Didcot

(20)
Client Guides, Commercial Property, Divorce & Family Law
“I have used Slade's in the past and find them a thourghly professional and friendly company , Helen has been particularly helpful and has helped enormously throughout troubled times .I would highly recommend them”
Transparent Fees & Pricing
Serving Abingdon Area
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Punter Southall Aspire Oxford

Punter Southall Aspire Oxford

(11)
Retirement Services, Employee Benefits, Legal
“We were recommended to use this company back when they were Focus, and have since used them to remortgage. We have dealt with Debi on both occasions and she does such a good job!”
In Business Since 1998
West Way, Botley, Oxford OX2 0JL
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Herbert & Webster

Herbert & Webster

(9)
“Rob Gray is a super star! I cannot talk highly enough about the quality of service I have received. My pensions were a mess after years of skipping from employer to employer, I always knew it was a great idea to take up pension offers. The problem I ...”
Transparent Fees & Pricing
John Eccles House, Robert Robinson Ave, Littlemore, Oxford OX4 4GP
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Logic Financial Services

Logic Financial Services

(19)
Savings & Investments, Care Planning, Inheritance Tax Planning
“We had a fantastic consultation with Logic. Extremely helpful and independent advice. They dealt with my Dad who has early dementia with patience and respect. I have already recommended Logic to friends but wanted to give a public recommendation too.”
Serving Abingdon Area
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Temple Piper Financial Planning

Temple Piper Financial Planning

(27)
  • Strategy
  • Saving
  • Family
“Both Michael and Paul have given me excellent financial advice and support over a number of years now. Also reassuring me through these trying times. They are very approachable and friendly whilst being extremely professional at the same time. And co...”
Serving Abingdon Area
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Featherstone Partners

Featherstone Partners

(9)
  • Investment
  • Financial Plan
  • Pension
“Great business, as they have offered me valued advice regarding my pension and investments, carefully taking into consideration my personal requirements.”
Serving Abingdon Area
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FRP Advisory Reading

FRP Advisory Reading

(1)
Corporate Finance, Restructuring Advisory, Forensic Services
“The best and only corporate finance house in town...”
In Business Since 2010
Coupons & Offers
7th Floor, Abbey Gardens, 4 Abbey St, Reading RG1 3BA
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Reesrussell

Reesrussell

(3)
“As a business we started to use ReesRussell in 2012, prior to using them we had several bad experiences with local accountants. The whole team at ReesRussell have always acted professionally, they are very knowledgeable, always on hand with advice, b...”
In Business Since 2006
Free Initial Consultation
37 Market Square, Witney OX28 6RE
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Assets Financial Services

Assets Financial Services

(1)
“Professional, very helpful and understanding, listened well to all areas, gave great advice and stress free, much appreciated. Very Highly Recommended”
Transparent Fees & Pricing
Chiltern Chambers, St Peter's Ave, Reading RG4 7DH
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Hendred Financial Partners

Hendred Financial Partners

(15)
  • Number
  • Options
  • Pension
“Nigel Helen has been my financial advisor for a number of years. He has put in place an excellent pensions strategy which matched exactly my needs. He is on top of its performance and proactively suggests alternative investment fund options which h...”
3 High St, Goring, Reading RG8 9AT
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Expert Wealth Management

Expert Wealth Management

(1)
“We've worked with Jonathan Hunt for a couple of years now and he is a wonderful advisor. I first came to him to help view finances through a faith-based perspective. He also opened up a world of what we really wanted to do with our finances. He has h...”
Licensed
Transparent Fees & Pricing
West Wing, The Old Dairy, High Cogges Farm, High Cogges, Witney OX29 6UN
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Mark Barclay Wealth Management

Mark Barclay Wealth Management

(15)
  • Pension
  • Financial Adviser
“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.”
259 Banbury Rd, Summertown, Oxford OX2 7HN
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Cloud Mortgage Services

Cloud Mortgage Services

(22)
  • Professional
  • Matter
  • Family
“Chris, thank you so much for your assistance with finding us a low 5 year fixed rate mortgage. I also never knew the benefit of protection but I now understand why life cover and critical illness cover are so important for the protection of myself an...”
Serving Abingdon Area
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Amber Financial Planning (Amber Wealth Creation

Amber Financial Planning (Amber Wealth Creation

(4)
Personal Financial Planning, Corporate & Business Planning, Accountancy & Financial Management
“We joined soon after retirement and the team have helped manage our finances and investments. This has given us the reassurance and peace of mind that comes with knowing we are in good hands with people we can trust. We always get a warm welcome from...”
Family Business
Prosperity House, Hanborough Business Park, Long Hanborough, Witney OX29 8SB
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Robertsons & Crawford

Robertsons & Crawford

(1)
“A nice young lady called my phone at my request for advice on my pension (Not sure which office she was from). Although not the answer I was looking for. She was friendly and extremely helpful and offered warnings in my best interest of things that c...”
59 Castle St, Reading RG1 7SN
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Retirement Planning and Investment Management Services in Abingdon Cost Estimates

Minimum cost
£1196
Maximum cost
£10158
National Average
£3585
Avg Per Hour Rates
£360
£2391
£6573
Fair price range is based on 288 cost profiles
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Average Cost £3585
Minimum cost £1196
Maximum cost £10158
Avg Per Hour Rates £360

Fair range £2391 to £6573 is based on 288 cost profiles.

Why these companies made our list

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