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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

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Richardsons Financial Services

Pensions Planning, Investment Advice, Retirement Planning

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Candid Financial Advice

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Financial Aspirations

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Aspen Financial Advice

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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...”

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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 ...”

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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...”

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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...”

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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...”

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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...”

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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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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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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.”

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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...”

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R A & D A Thompson

(5)

Tax Services, Estate Planning, Bookkeeping

“I cannot recommend RA & DA Thompson enough. They have been so fantastic at dealing with both my company and personal finances, including that special attention to detail you need from a trustworthy and reliable accounting firm. Not only that, but the...”

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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...”

Featured

The Value of Income Protection: Ensuring Financial Stability in Uncertain Times Income protection insurance stands as an essential element in the protection planning process, serving as a key measure to uphold financial stability in times of need. Understanding its role and incorporating it into a holistic financial strategy enables you to make informed choices, safeguarding your financial well-being and ensuring your lifestyle remains unaffected in the face of adversity. Let's delve into the significance of income protection, an insurance solution crafted to offer a financial lifeline by replacing part of your income should illness or injury impair your capacity to earn.

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Solutions 4 Business

(4)

Payroll & Pension Planning, Part Time Finance Director, Turnaround

“John and his team at S4B will quickly sort out the finances of a company, get them under control and produce very high quality management accounts, enabling the business to rapidly identify and target areas where profitability can be improved. With h...”

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RBS Associates

(1)

Savings & Investments, Wealth Management, Health Insurance

“I have worked with several Financial Consultants in the past, however I have never received a service that even comes close to the one received from RBS. Mark Spurling is excellent! His knowledge, experience and expertise is outstanding, can't recomm...”

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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...”

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Mark Barclay Wealth Management

(15)

Pension
Financial Adviser

“Since Mark has taken on my investment portfolio, I have been very impressed with his diligence and customer service and the results he and SJP has achieved have been well beyond my expectations.”

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J.A Morgan & Partners

(1)

“Jake has arranged our mortgage and insurances several times as well as provide financial advice and each time has been fantastic. Jake has saved us an awful lot of money and helped us to plan better financially. I will never use anyone elses' service...”

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Yellow Bear Financial Consultancy

(6)

Inheritance Tax, Protection, Long Term Care

“The financial world is confusing for me... went to this company and they really spent the time explaining everything to me and options. Will use again, professional, approachable and my best interests first.”

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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.

Abraxas Finanical Consultants

MC Wealth Management

Richardsons Financial Services

Candid Financial Advice

Financial Aspirations

Aspen Financial Advice

Goodwin Financial Services

Astus Financial Planning

Responsible Equity Release Oxford

Frizzell Wealth Management

Chiltern Hills Financial Planning

Alex James Independent Financial Advisers

Punter Southall Aspire Oxford

Herbert & Webster

Logic Financial Services

Caliber Financial Managment

R A & D A Thompson

Continuum Wealth

Solutions 4 Business

RBS Associates

Mark O'Hara Financial Limited

Mark Barclay Wealth Management

J.A Morgan & Partners

Yellow Bear Financial Consultancy

Retirement Planning and Investment Management Services in Thame Cost Estimates

Why these companies made our list

Wealth Management Advisors near Thame

Popular in Thame