FINANCIAL ADVISERS & SERVICES IN BANBURY

Peter Lewis Associates Peter Lewis AssociatesThe Chestnuts, East End,Hook Norton OX15 5LG Telephone: 01295 277500     Getting a mortgage can be a challenging and complicated process. That’s why you need regular access to expert guidance and support from people you know you can trust. Our aim is to provide you with professional knowledge of the market and excellence in customer service whilst being on hand to help every step of the way. Peter Lewis Associates specialise in providing quality, professional independent mortgage advice that you can trust. Whether you require a mortgage, income protection benefit or property insurance we aim to find the best solution for you.



Bricknell Wealth Management Bricknell Wealth Management44 South Bar, OX16 9AB Telephone: 01295 276500 or Mobile: 07973 801381   At Bricknell Wealth Management, we have a wealth of experience, expertise and knowledge, acquired over many years; providing our clients with specialist advice tailored to their personal needs. We firmly believe that planning for the future, be it for yourself, your family or for your business is one of the most important steps you will ever take. Some of the services we provide include: Investment Planning - Retirement Planning - Protecting You & Your Estate - Business Planning.

CMS Financial Management Limited CMS FInancial LtdProspect House, Baynards Green, Bicester, OX27 7SG Telephone: 01869 345588 We take an independent approach to financial planning giving a personalised, simple report in respect of your individual and corporate needs. We offer a free initial consultation. Our experienced well qualified Advisors can advise on all your financial planning needs, including Life Assurance, Pensions, Retirement Planning, Savings & Investments, Inheritance Tax and Mortgages.

Peter Lewis Associates Peter Lewis AssociatesThe Chestnuts, East End,Hook Norton OX15 5LG Telephone: 01295 277500  Getting a mortgage can be a challenging and complicated process. That’s why you need regular access to expert guidance and support from people you know you can trust. Our aim is to provide you with professional knowledge of the market and excellence in customer service whilst being on hand to help every step of the way. Peter Lewis Associates specialise in providing quality, professional independent mortgage advice that you can trust. Whether you require a mortgage, income protection benefit or property insurance we aim to find the best solution for you.



1.  APH Financial 3 West Bar Street, Banbury OX16 9SD Telephone: 01295 264 486 We are independent mortgage advisers. We’ll give you the information to compare current mortgage deals. We think mortgage advice is important, so we’ll contact you directly to give you full mortgage advice. We’ll consider your individual circumstances and all available options before recommending the most suitable mortgage for you.

2.  Banbury Corporate Finance Initiative Penrose House, 67 Hightown Road, Banbury OX16 9BE Telephone: 01327 264468 or Mobile: 07771 551813 BCFI is a network of professional advisers who decided to get together to form the region's first corporate finance advice and support group for entrepreneurs, business owners, investors and company directors. BCFI promotes Banbury as a 'Centre of Excellence' for corporate finance deals to take place, and our Adviser members have the necessary skills to help broker deals on behalf of clients, provide the documentation required in any given transaction and provide essential hand-holding to help make deals happen.

3.  Banbury Mortgage Centre The Jetty, Banbury, OX17 1BD Telephone: 01295 750671 Banbury's only dedicated mortgage broker, with over 30 years experience of arranging mortgages in and around Banbury. We can place those mortgages the others can't.

4. Bayliss & Co Bayliss Orchard, Horley, Banbury Telephone: 01295 730711  Regulated by the FSA giving Independent Advice in respect of Investments, Pensions, Mortgages and other associated matters.

5. Bricknell Wealth Management Bricknell Wealth Management44 South Bar, OX16 9AB Telephone: 01295 276500 or Mobile: 07973 801381   At Bricknell Wealth Management, we have a wealth of experience, expertise and knowledge, acquired over many years; providing our clients with specialist advice tailored to their personal needs. We firmly believe that planning for the future, be it for yourself, your family or for your business is one of the most important steps you will ever take. Some of the services we provide include: Investment Planning - Retirement Planning - Protecting You & Your Estate - Business Planning.

6.  CMS Financial Management Limited CMS Financial LimitedProspect House, Baynards Green, Bicester, OX27 7SG Telephone: 01869 345588 We take an independent approach to financial planning giving a personalised, simple report in respect of your individual and corporate needs. We offer a free initial consultation. Our experienced well qualified Advisors can advise on all your financial planning needs, including Life Assurance, Pensions, Retirement Planning, Savings & Investments and Inheritance Tax.

7. Herbert & Webster - Independent Financial Advisers Colin Sanders Innovation Centre, Mewburn Road, Banbury OX16 9PA Telephone: 01295 817679 Herbert & Webster Ltd was founded in 2010 with the aim of providing truly Independent Advice that focuses on the clients’ needs rather than the requirements of large networks or other financial companies. We specialise in Investment Planning, Pension Analysis, Estate Planning and Financial Protection. Importantly, clients of Herbert & Webster can expect a tailored service, underpinned by a well-researched investment process and a whole of market approach to providing financial advice. We enjoy spending time getting to know our clients, to fully understand your circumstances, aspirations and goals. It is important to us that you fully understand your financial planning options as well as understanding the advice we’ve provided and the recommendations made.

8. Mcrobieadams 9 Horsefair, Banbury OX16 0AA Telephone: 01295 271888 We understand that everyone's different, and that's why our financial planning approach is as individual as you. We know the financial side of life can be complex and that's why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide quality advice services and practical pathways to help you achieve the life you want. With us, progress means development. Financial and life planning that helps you to navigate life's financial complications, free of financial ambiguity and safe in the knowledge that the professional team is at your side, every step of the way.

9. Mulberry Financial Associates Mercia House, 51 The Green, Banbury, OX16 9AB Telephone: 07931 939576 Independent Mortgage Advisor. Mulberry Financial Associates is an appointed representative of Sesame Limited, which is authorised and regulated by the Financial Services Authority.

10. Peter Lewis Associates Peter Lewis AssociatesThe Chestnuts, East End,Hook Norton OX15 5LG Telephone: 01295 277500 Getting a mortgage can be a challenging and complicated process. That’s why you need regular access to expert guidance and support from people you know you can trust. Our aim is to provide you with professional knowledge of the market and excellence in customer service whilst being on hand to help every step of the way. Peter Lewis Associates specialise in providing quality, professional independent mortgage advice that you can trust. Whether you require a mortgage, income protection benefit or property insurance we aim to find the best solution for you.

11.  Philip T English IFS Limited 59 Bath Road, Banbury, OX16 0TU Telephone: 01295 660 571 Specialists in all aspects of international finance for bother the private and corporate client. For over three decades we have been specialising in discretionary portfolio management, international brokerage of pensions and life contracts, long-term care planning, tax planning strategies and international company and trust formation. All business transactions receive individual attention and are treated with the utmost discretion and confidentiality.

12. Terry Humphreys Mortgage ServicesWentways, Stratford Road, Wroxton, Banbury, OX15 6QSTelephone: 01295 738881 Because we work completely independently from banks and other lenders we're able to compare mortgages from across the market. So whether you're a first time buyer, moving home, looking to remortgage your existing property or investing in Buy-to-Let, we can work with you to source the right mortgage package.

13.  Wigwam Independent Mortgage Advisors 48 High Street, Banbury, OX16 5LA         Telephone: 01295 276565 Our mortgage advisors would be pleased to provide you with free no obligation advice on: The different mortgages and repayment methods available to you - How much different Bank and Building Societies will lend you - What your new monthly mortgage payments will be. Our advisors are directly regulated by The Financial Services Authority (FSA) and are all fully qualified in The Certificate in Mortgage Advice and Practice (CeMAP)