Best Financial Advisors in Banbury

The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Banbury area.

Vantage Mortgages

Vantage Mortgages

(50)
  • Property
  • Options
  • Solicitors
“Dealing with Vantage Mortgages has been wonderful. So easy, professional and quick. Jade Barcock helped me decide on the right mortgage insurance plan. She is super knowledgeable, warm and efficient. High recommend from me!”
Family Business
Transparent Fees & Pricing
46 S Bar St, Banbury OX16 9AB
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Vision Wealth Management

Vision Wealth Management

(37)
Business Protection, Equity Release, Pensions
“Very happy to work with Adam for my financial position. I have worked with him for over a year now, with excellent results. Would definitely recommend to others Positive Responsiveness, Quality, Professionalism, Value”
Banbury Rd, Moreton Pinkney, Daventry NN11 3SQ
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Streets Chartered Accountants

Streets Chartered Accountants

(11)
  • Payroll
  • Advice
  • Chose
“We have enjoyed a exceptional working relationship with Streets Chartered Accountants for many years and highly recommend them as an outstanding accountancy firm in Banbury. Their stellar reputation for high standards, budget friendly packages and a...”
Remote Consultations Available
Gilmarde House, 47 S Bar St, Banbury OX16 9AB
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Cherwell Financial Services

Cherwell Financial Services

(1)
“Great place, good access, spacious, nice people”
Transparent Fees & Pricing
In Business Since 2013
Ground Floor, Banbury Business Park, Unit 15 Somerville Ct, Adderbury, Banbury OX17 3SN
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Mark Barclay Wealth Management

Mark Barclay Wealth Management

(15)
  • Financial Adviser
  • Pension
“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 be...”
259 Banbury Rd, Summertown, Oxford OX2 7HN
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William & Partners

William & Partners

Wealth Advisory, Wealth Management, Private Investment Office
35+ Years Experience
William & Partners, 48, Bloxham Mill Business Centre, Barford Rd, Bloxham, Banbury OX15 4FF
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Philip T. English International Financial Services Limited

Philip T. English International Financial Services Limited

(1)
“Tim and his team are simply wonderful! I've referred countless clients, friends and family members to him when they've needed financial and mortgage advice. He and Rachel secured me a mortgage when I moved house last year, and they were first class. ...”
In Business Since 2002
Churchlands, International House, Banbury OX17 1LN
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Ellacotts Wealth Planning Limited

Ellacotts Wealth Planning Limited

Business Services, You & Your Family
Countrywide House, 23 W Bar St, Banbury OX16 9SA
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Shaun Start Financial Planning

Shaun Start Financial Planning

2 Banbury Ln, Byfield, Daventry NN11 6UX
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Vital Finance

Vital Finance

50+ Years Experience
Mullions, Bell St, Banbury OX15 6DB
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CS Wealth Consultancy

CS Wealth Consultancy

Treadwell House, High St, Bloxham, Banbury OX15 4PP
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Mirabnet Business Associates

Mirabnet Business Associates

In Business Since 2004
Prama House, 267 Banbury Rd, Summertown, Oxford OX2 7HT
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Daniel Kitchen

Daniel Kitchen

Offers Financing Options
267 Banbury Rd, Summertown, Oxford OX2 7HX
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TC Murphy Salisbury

TC Murphy Salisbury

Personal Insolvency, Personal Tax, Mortgage Services
In Business Since 2017
Celixir House, Stratford Business and Technology Park, Banbury Rd, Stratford-upon-Avon CV37 7GZ
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Independent Financial Strategies

Independent Financial Strategies

In Business Since 2001
Manor Cottages, Horley, Banbury OX15 6BJ
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Longhurst Limited

Longhurst Limited

(33)
  • Understanding
  • Empathy
  • Pension
“We have been using Chris at Longhurst for a few years now as our financial planner and what a breath of fresh air he is! Great advice, great coaching and just an all round great person to have on your side.”
Serving Banbury Area
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Fortitude Financial Planning

Fortitude Financial Planning

(31)
  • Advice
  • Decisions
  • Number
“Can't praise Richard and his team enough. They talk to you and not down to you. They explain things, and always check you understand. You leave feeling confident your in safe hands.”
Serving Banbury Area
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Wise Investment

Wise Investment

(22)
Investment Management, Financial Planning
“Full disclosure. I also work for Wise, but as both an employee and a client I have never been happier. Client and employee welfare and success is at the heart of every decision we make.”
Family Business
Serving Banbury Area
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KLO Financial Services

KLO Financial Services

(3)
Retirement Planning, Protection, Corporate Client
“Would Highly recommend KLO - Great service from start to finish”
In Business Since 2013
Pure Offices, Lake View House, Wilton Drive, Tournament Fields, Warwick CV34 6RG
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McLay James Financial

McLay James Financial

(4)
Tax, Trusts & IHT Planning, Long Term Care, Pensions
“Great service and communication, thanks for the help.”
Transparent Fees & Pricing
Serving Banbury Area
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Hatton Square Wealth Planning

Hatton Square Wealth Planning

(18)
  • Honest
  • Company
  • Investments
“Kozzy is a warm, friendly person who is also knowledgeable about the savings and investments markets. I would not hesitate recommending Kozzy to others who would benefit from his advice”
Offers Financing Options
Serving Banbury Area
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Blackthorn Financial Services

Blackthorn Financial Services

(1)
“A great service, online with Jade. She went above and beyond to get us the best mortgage. A very experienced and knowledgeable advisor of the mortgage market. Would use again for all our financial products.”
Serving Banbury Area
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Pat van Aalst

Pat van Aalst

(1)
Bookkeeping, Corporation Tax, VAT
“Patrick has helped us in a number of ways that we didn't expect over the course of the last few months, for example he has organised our payroll in such a way as to save us a fair bit of money over the medium to long term. I would say that Patrick is...”
Remote Consultations Available
Serving Banbury Area
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CMS Financial Management

CMS Financial Management

Cms Estate Planning, Cms Financial, Cms Wealth
Serving Banbury Area
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Retirement Planning and Investment Management Services in Banbury Cost Estimates

Minimum cost
£1206
Maximum cost
£10241
National Average
£3615
Avg Per Hour Rates
£363
£2410
£6627
Typical price range is based on 404 cost profiles
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Average Cost £3615
Minimum cost £1206
Maximum cost £10241
Avg Per Hour Rates £363

Typical range £2410 to £6627 is based on 404 cost profiles.

Why these companies made our list

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