Everyone wants to look forward to a nice and comfortable retirement that’s free of financial worries. It’s not an easy thing to achieve, but with plenty of planning and a good helping of professional advice, it can become a reality.
That’s why we’re here: to help you find a qualified financial advisor in Oxford who can go over your plans with you and recommend ways to get your finances in good shape.
On average in the South East, we know that people:
Of course, circumstances differ across the region, but it’s always good to have an idea of what you should be aiming for when it comes to your retirement. Whether you live in Oxford, Banbury, Bicester or beyond, we can connect you with an advisor to discuss that and much more, no matter what stage of life at which you find yourself.
If you’re a homeowner in Oxford or the South East, you might be interested to know that the average house price in the region stands at £355,948. That’s a 10.5% increase on the year before, too, so there could be a wealth of opportunities before you as you plan for your later years.
If you’re thinking of moving or you’re wondering about what options you have with your current home, you can discuss it all with a financial advisor who knows the region well and has the experience to recommend suitable courses of action for you.
From remortgaging to renting out spare rooms, they are well versed in a range of financial matters, so you might be able to find a way to make your wealth work harder for you when the time is right.
With the 12th-century St Andrew’s Church, the charming pubs and the close-knit community feel, the small town of Chinnor is a place many people like to call home in their later years. One can literally walk into the Chiltern Hills AONB from their doorstep, so it’s ideal for fans of long hikes across the hillsides and lazy lunches in acclaimed spots like the Sir Charles Napier and The Mash Inn.
For some people, the appeal of the Cotswolds is just too much to ignore and, well, it’s easy to see why. Oxford lies only a few miles to the east of this vast swathe of grandiose countryside and picturesque villages. Some people like to nestle into the historic market town of Witney for their retirement (or Witenie, if you were to consult The Domesday Book of 1086); it sits just outside the Cotswolds and offers great access to Oxford, too.
Rainy days have an annoying habit of creeping up on us. Sudden illness or a broken boiler can spell disaster for your savings and financial goals. That’s where thinking ahead can pay off. If you’re keen to make the most of your hard-earned money, working with a financial consultant or advisor in Oxford can help.
An advisor has the financial expertise to help you make your money work harder, by supporting you to:
We can help you take the first step towards financial advice if you think working with an expert could benefit you. The advisor partners we work with have decades of knowledge and we can match you with the most qualified expert for your needs in seconds. Tell us the type of advice you need and your contact details, and we’ll do the rest!
Local Financial Advice’s free advisor matching service connects people all over the UK daily with FCA-regulated experts. Wherever you’re based in Oxford, we’ll match you with the financial advice expert that’s right for you.
So whether you are looking for advice on your retirement plans, investments, wealth management, financial planning or thinking about your long-term financial future, we can help put you in contact with a trusted financial advisor who will listen to your needs.
Learn more about how we help you connect to local financial advice experts, how our free advisor matching service works and why over 900 happy customers rated us Excellent on Trustpilot.
A financial advisor can offer valuable insight and expertise on a wide range of common financial concerns.
Key situations in which a financial advisor is likely to be valuable include:
Exploring your options during key life events such as retirement
Comparing quotes for pensions or insurance products
Investing large sums of money
Inheritance tax planning and intelligent saving
The cost of using a financial advisor can vary depending on your needs. You may be able to resolve your issues in a single consultation, or you may benefit from a more long-term collaboration.
At Local Financial Advice we're dedicated to providing a transparent and cost-effective experience for all customers:
Free, no-obligation initial consultation - Discuss your issues in detail and make a decision about whether you’d like to proceed before making any commitment.
Total transparency - Any costs associated with purchasing any product or service from your financial advisor will be broken down in detail.
Many of the advisors we work with are flexible with how they can meet with you.
Your advisor will often try to first get in touch with you by phone to talk about the kind of advice you need.
If you decide to continue with their advice, advisors can meet you face-to-face. You can discuss any safety precautions the advisor should take if you arrange for them to visit your home.
Throughout your time speaking with your advisor, you may receive emails from them. These will often simply be to confirm your information or the details of future meetings you book with them.
The type of advice you need depends on your circumstances.
We encourage everyone we connect with an advisor to discuss their financial needs in detail so they can receive the right amount of advice.
You may only need one-off advice if you need help choosing a long-term product to support your retirement, such as an annuity.
If you need flexibility with your money, you may prefer ongoing advice from your advisor with you speaking every six months or year to see how your money is performing.
Whatever help you need, your advisor will clearly lay out the costs involved. These can be one-off costs or recurring, such as a fund management fee.