Oxford
Bespoke Financial Planning and investment advice
To receive expert financial planning and investment advice, come and meet us at Tilney in Oxford. Whether you have complex financial needs or know what you want to achieve with your wealth already, we can help preserve and increase your wealth through a bespoke financial plan and expert investment management.
Contact Us
01865 566 810
Sterling House
19/23 High Street
Kidlington
OX5 2DH
Our services
Our award-winning service covers areas such as pensions and retirement planning, Inheritance Tax and estate planning, managing investments and tax efficiency.
Once you become our client, the financial planning and investment relationship starts with a face-to-face meeting to discuss your financial objectives in more detail. We analyse what you already own and then build a financial cashflow forecast. This is a key input into your personalised financial plan and forms the basis for our discussions and regular reviews to ensure your investments are continuing to meet your needs.
From the moment you meet with Tilney in Oxford, you will be looked after by a dedicated financial adviser who is not paid by commission, so you can be sure we have your best interests at heart. Call us today to set up an initial appointment or download our guide to find out more.