View Profile

Abraxas Finanical Consultants

(1)

“I would highly recommend Steve and his team, He gave me precise and professional advice regarding my pension fund and after following his advice I have seen my fund grow at an amazing rate and although I am not a millionaire he gave be VIP service.”

i

View Profile

MC Wealth Management

“Welcome to MC Wealth Management, providing professional financial advice in Thame, Oxfordshire and surrounding areas. Although based in Thame we can provide a financial planning service to clients in Thame and throughout the UK.”

i

View Profile

Richardsons Financial Services

Pensions Planning, Investment Advice, Retirement Planning

“We pride ourselves on the personal approach we offer and aim to build effective, long term relationships with our clients. We do this by ensuring we understand your own financial needs and goals before looking at financial planning solutions and prod...”

i

View Profile

Candid Financial Advice

““Candid convey integrity and inspire confidence. Their service is attentive and personal, keeping us informed and always responding quickly to any queries we may have. They are knowledgeable about our circumstances and investments and always have our...”

i

View Profile

Financial Aspirations

“Our primary focus is on the life you want to lead, and so we'll spend a lot of time getting to know you, your current situation and your ambitions for the future – for yourself and your family. Armed with that information we can then develop a person...”

i

View Profile

Aspen Financial Advice

“Aspen Financial Advice Ltd was established in 2013 as a wealth management Practice. We are able to react to your needs in an agile fashion, and we aim to provide a service which exceeds your expectations each and every time. Our offices are based in ...”

i

View Profile

Goodwin Financial Services

(49)

Happy
Pension
Future

“Steve was recommended to us and we can see why. His advice on financial planning and pensions and investments was invaluable. We just wish we had gone to visit him years ago. He provides an excellent and honest service which is second to none. We wou...”

i

View Profile

Sterling Grove Accountants Limited

(50)

Personal, Business

“These guys have been an invaluable support to me in running my own business. Always there when I need then, calm and reassuring advice all with a very professional manner. Heartily recommended. Positive Professionalism”

i

View Profile

Astus Financial Planning

(50)

Knowledge
Advice
Questions

“As usual, my experience with Astus was great. Alison is always very clear and thorough in explaining where my money is invested. She is direct and supportive, and keen to find absolutely the best options for my circumstances. I highly recommend this ...”

i

View Profile

Responsible Equity Release Oxford

(43)

Minds
Questions
Rate of Interest

“Andy Pike gave me excellent advice throughout the equity release process. I felt no pressure to complete until I was ready - I took a year to contact him again after our initial conversation - and through several meetings he made sure that it was rig...”

i

View Profile

Progress Accountants

(30)

Accounting, Bookkeeping, Bespoke Services

“I have now used Progress Accountants for the last couple of years and very pleased with their prompt and efficient service. The team is very professional and extremely knowledgeable. I would highly recommend.”

i

View Profile

Brookwood Accountancy

(36)

Money
Team
Tax Return

“Brookwood have been on top of any updates while on lockdown sending appropriate information regularly. They have dealt with my accounts in a timely and efficient manor, thanks you.”

i

View Profile

Tony Pound

(34)

Expertise
Information
Investment

“Tony helped me with some investment advice, a general financial review and to consolidate my pensions from former employers. I can't recommend him highly enough, he is very knowlageable and explains things in a very clear way. I feel much happier...”

Featured

🌟 Living the Dream: Why I Love What I Do! 🌟 Have you ever had a job that made you jump out of bed with excitement on a Monday morning? Well, it's been a long, long time since I've dreaded going into work on a Monday! 🙌 I absolutely LOVE what I do and the incredible clients I have the privilege to work with. Today, let me share a glimpse of my day: 🕰️ This morning, I have a meeting with the uncle of an existing client. He's in his 80s and, like many of us, has accumulated a lifetime of assets and accounts. He needs help making sense of it all. 📈💼 🌅 This afternoon, I'll meet a man referred to me by another client. Both are going through cancer treatment, and he's reached 'traditional' retirement age. Now, he's piecing everything together to ensure the best outcome for him and his family, given the timeline he's facing. ⏳💔 And here's why I adore what I do: I don't have to sell these amazing individuals a 'financial product.' Instead, I get to provide them with clarity over their current and future planning. 🧩💡 This reminds me that "life isn't a rehearsal." Life should be led by design. 💫 Lifestyle financial planning changes lives, and it's a path I embraced when I transitioned from being a corporate product pusher in the '90s and 2000s to becoming a lifestyle financial planner. It changed my life too. Now, I can give myself permission to genuinely care about ensuring my clients can live the life they want now and in the future.

i

View Profile

Frizzell Wealth Management

(27)

First Time Buyers
Team
Number

“My wife and I have worked with Tom for a number of years. He is dependable, listens to our needs and then put plans in place to assist and which are easy to understand. We love working with him and are delighted with the service. We have been privile...”

i

View Profile

Alex James Independent Financial Advisers

(26)

Needs
Re-Mortgage
Knowledge

“Sanjay of Alex James is the best financial adviser I have come accross and I have seen a few! He is efficient, gives timely and well researched advice and supports the transaction from start to finish, have worked with him on a few mortgages and will...”

i

View Profile

Chiltern Hills Financial Planning

(20)

Director
Family
Advice

“I've worked with Paul and his Team for over 5 years now, and my relationship with SJP goes back almost 25 years. Paul shows a genuine interest in me and my life, and he has provided an extremely efficient service. He was able to reduce my charges...”

i

View Profile

Allan Janes

(15)

Price
Will
Power of Attorney

“I would have no hesitation in recommending Allan Janes - I have now had dealings with both Alex in Taxation and Charlotte in Dispute resolution and cannot fault their professionalism and personableness.”

i

View Profile

Slade Legal Solicitors Didcot

(20)

Divorce & Family Law, Dispute Resolution, Residential Property

“I decided to use Slade Legal as it is a local firm (Didcot). Although I am rarely in Didcot. Teresa Leong proved to be an exceptional solicitor during the conveyancing process (not forgetting Tracey her secretary) which proved to be one of the more...”

i

View Profile

Punter Southall Aspire Oxford

(11)

Retirement Services, Employee Benefits, Analytics

“Me and my girlfriend used Punter Southall Focus to arrange our mortgage. Ed Batty and the team where fantastic. He made the whole process very easy and explained everything required and was able to answer all our questions raised. He was the 3rd advi...”

i

View Profile

Accountant in High Wycombe

(7)

Business Services, Payroll Services, Self Assessment Tax

“Truly best accountants in High Wycombe. Professional and polite, already saved us a lot with excellent planning. I wish had gone to them very early stages of our business. Self Assessment Tax Returns are also included in their packages. Look no furth...”

i

View Profile

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 ...”

i

View Profile

Logic Financial Services

(19)

Savings & Investments, Care Planning, Mortgages & Life Assurance

“I have had a very positive experience of LFS and their team. Lindsey demonstrated patience and understanding of my needs and expectations and left me feeling confident about my future cash plan. Thank you Lindsey and team.”

i

View Profile

Caliber Financial Managment

(22)

Pension
Email
Family

“Mathew Tyler has been my pension advisor for several years. I found him to be highly professional, with good grasp of financial markets. Mathew is responsive, he considers my circumstances thoughtfully. and has given me good advice that has resulted...”

i

View Profile

GPG Accountants

(16)

Elvis
Company

“I went to see Elvis for help with my personal accounts and he was helpful and professional. He was also able to see me at fairly short notice. I would highly recommend him and his company.”

i

Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Thame

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Thame area.

Abraxas Finanical Consultants

MC Wealth Management

Richardsons Financial Services

Candid Financial Advice

Financial Aspirations

Aspen Financial Advice

Goodwin Financial Services

Sterling Grove Accountants Limited

Astus Financial Planning

Responsible Equity Release Oxford

Progress Accountants

Brookwood Accountancy

Tony Pound

Frizzell Wealth Management

Alex James Independent Financial Advisers

Chiltern Hills Financial Planning

Allan Janes

Slade Legal Solicitors Didcot

Punter Southall Aspire Oxford

Accountant in High Wycombe

Herbert & Webster

Logic Financial Services

Caliber Financial Managment

GPG Accountants

Retirement Planning and Investment Management Services in Thame Cost Estimates

Why these companies made our list

Wealth Management Advisors near Thame

Popular in Thame