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Ian J Hunt Chartered Financial Planners

“Thank you for visiting the Ian J Hunt Chartered Financial Planners website. The firm was acquired on Friday 13th January 2023 by Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a n...”

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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.”

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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.”

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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...”

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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...”

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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...”

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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 ...”

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Continuum Wealth

(1)

Wealth Management, Estate Planning, Mortgages

“Taisha has helped a couple of my clients through my work as a Divorce Coach. The feedback has been excellent - Taisha has explained their finances clearly, simply and given them clarity so they can start to understand what their financial future loo...”

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Alder Paul J

(1)

Human Resources, Bookkeeping & Accounting, VAT

“Paul has provided excellent an excellent accountancy service for many years. We wouldnt know what to do without him and his team :)”

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Sterling Grove Accountants Limited

(50)

Personal, Business

“Great value, honest and professional work, met our deadlines and helped with our enquiries quickly and professionally. I have no hesitation in highly recommending and will be using again”

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Goodwin Financial Services

(48)

Savings
Pension
Advice

“Extremely happy with Goodwin Financial Services. Very thorough and able to cater for your individual financial needs. Have used their expertise since 2013 and have always been kept well informed with what's best for us. Would highly recommend.”

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Responsible Equity Release Oxford

(42)

Minds
Pressure
Efficient

“Andy was referred to us by a friend, and how grateful we were! He was fast, thorough, efficient, and highly knowledgeable. He could not have been more helpful, and I would have no hesitation in recommending him to anyone thinking of equity release.”

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Progress Accountants

(29)

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.”

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Brookwood Accountancy

(31)

Team
Questions
Responsive

“Back in January We won a giveaway competition from brookwood accountancy, which offered great advice to new businesses. We have since chosen them as a firm to work alongside for all of our accountancy needs! Roger answered all of our questions, made ...”

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Tony Pound

(30)

Information
Investment
Future

“I took up Tony's offer of a free initial consultation and it was really useful. Tony spent over 2 hours with me, listened carefully and quickly understood my situation, asked useful questions, and straight away provided me with useful information and...”

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Allan Janes

(15)

Price

“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.”

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Frizzell Wealth Management

(25)

Team
Expertise
Plans

“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...”

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Business and Personal Investment

(25)

Team
Investments

“I have been self employed running my own company for many years and wanted to bring all my financial investments together so that I can make sense of them and work out when I can retire. Peter Fulcher and the team at BPI have been really helpful.”

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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...”

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Are you in the process of selling your home? We can lend a hand! Moving house can be stressful. There is a lot to organise, but one thing you can depend on, is the Residential Property experts at Slade Legal. We work hard to ensure the conveyancing process is as stress free as possible. #conveyancing #residentialproperty #solicitors #lawyers #movinghouse #legal #law #oxfordshire #testimonial #googlereview #oxfordshirebusiness...

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Chiltern Hills Financial Planning

(15)

Family
Company
Pension

“My wife and I have worked with Paul for over 5 years and have been clients of SJP since 2007. We believe Paul and his team look after us extremely well. Paul always comes to see us in our home, the conversation is always focused on the things w...”

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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...”

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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...”

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Alex James Independent Financial Advisers

(20)

Re-Mortgage
Number
Property

“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...”

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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 ...”

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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.

Ian J Hunt Chartered Financial Planners

Abraxas Finanical Consultants

MC Wealth Management

Richardsons Financial Services

Candid Financial Advice

Financial Aspirations

Aspen Financial Advice

Continuum Wealth

Alder Paul J

Sterling Grove Accountants Limited

Goodwin Financial Services

Responsible Equity Release Oxford

Progress Accountants

Brookwood Accountancy

Tony Pound

Allan Janes

Frizzell Wealth Management

Business and Personal Investment

Slade Legal Solicitors Didcot

Chiltern Hills Financial Planning

Punter Southall Aspire Oxford

Accountant in High Wycombe

Alex James Independent Financial Advisers

Herbert & Webster

Retirement Planning and Investment Management Services in Thame Cost Estimates

Why these companies made our list

Wealth Management Advisors near Thame

Popular in Thame