Financial Advisors

Banbury Corporate Finance Initiative Passmore Deals, The Mill House, West Farndon, Nr Daventry, NN11 3TX Telephone: 01327 264468 or Mobile: 07771 551813 BCFI is a new 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. This means that directors and entrepreneurs are in safe hands for the following types of deal negotiation: Brokering Deals & Finding Investors - Business Acquisitions - Sale of Business or Exit Planning - Due Diligence Reports - Mergers, Alliances and Joint Ventures - Commercial Contracts - Financial/Asset Planning - Corporate & Personal Tax Planning - VAT & Employee Tax Advice - Succession Planning - Enforcing Your Rights. Email:        jeremylincoln@passmoredeals.co.uk Website:   www.bcfi.co.uk

Gary Bricknell & Associates - St. James's Place St. James's Place Partnership, Manor Park, Banbury, OX16 3TB   Telephone: 01295 276500   At Gary Bricknell & Associates 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. We also believe that giving our clients reliable, informed and above all understandable advice is the key to assisting them in planning for a secure financial future and then regularly reviewing changes in our clients circumstances to keep them on track to achieve their financial goals. Investments - Retirement Planning - Protecting You & Your Estate - Business Strategy - Personal Cash & Borrowings - Wheel of Services. Email:         gary.bricknell@sjpp.co.uk Website:    www.sjpp.co.uk/gba

Bright Thinking Financial Services Bloxham Mill, Barford Road, Bloxham, Oxon, OX15 4FF.   Telephone: 01295 724144 At Bright Thinking we believe in offering you more than just free independent advice. We offer appointments to suit you, a dedicated advisor who you can contact 7 days a week, access to exclusive products & membership to our lifestyle card giving you discounts on a wide range of goods and services in the local area. Interested in finding out more? Email:         info@brightthinking.co.uk Website:    www.brightthinking.co.uk

CMS Financial Management Limited Prospect House, Baynards Green, Bicester, OX27 7SG.   Telephone: 01295 268431 or 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. Email:         info@cmsfinancialltd.co.uk Website:    www.cmsfinancialltd.co.uk

Insight Business Training & Consultancy Ltd Brick Hill Cottage, Brick Hill, Hook Norton, Banbury, OX15 5QA.    Telephone & Fax:: 01608 730263           Our main training is in Quickbooks accounting software, where we offer one to one training and support for users, who wish to optimise the use of the product to provide good quality management information. We have also run courses in Successful Freelancing, Finance for the Non Financial manager and Start up Business. Email:        sian@insight.biz Website:   www.insight.biz

Rawson Steele Manor Farm, Appletree Road, Chipping Warden, Banbury, OX17 1LH.          Telephone: 01295 660200   Our aim is to provide fully Independent Financial Advice in an understandable, clear and practical manner. In order to ensure that you can obtain advice from us in a convenient way, we offer the following: Where appropriate we can arrange to visit you in your home or place of work at a mutually convenient time - You can visit us at our offices where we provide free parking, disabled access and confidential interview facilities - We also provide a free initial appointment to introduce ourselves to you and to discuss how we can help you. Rawson Steele is authorised and regulated by the Financial Services Authority. Website:    www.rawsonsteele.co.uk

Swann Financial Consultancy 33-34 Parsons Street Banbury, Banbury, OX16 5NA.          Telephone: 01295 275269  We firmly believe that planning for a secure future, be it for yourself, your family or for your business, is one of the most important steps you will ever take. However, careful planning alone is not enough. Unless the plans are acted upon and regularly reviewed, changes in your circumstances, or the effects of inflation, may erode their value. The best way that we can help you reach your goals is not only to provide you with appropriate advice and guidance now, but also to ensure that they remain effective in the future, no matter how your circumstances change. This is reflected in the service we offer to our clients and the way in which it is provided. Email:         swann.financial@sjpp.co.uk Website:    www.swannfinancial.co.uk

Warden Associates Rectory Barn, Winderton, Banbury, OX15 5JQ. Telephone: 01608 685601 Warden Associates deliver financial management in the business - we work with you to add value. We provide the additional financial knowledge and experience that you need when you move into unfamiliar territory or have a short-term or part-time need. For example, we provide the skills of a part-time Finance Director to businesses that cannot afford the full-time costs of an experienced professional but need reliable, timely and focused management information and the associated discussion of problems and future opportunities. Or, we can provide one-off assistance to integrate a new acquisition, restructure your current organisation. set up reporting that gives you the information to manage, review a new business opportunity and so on. We make no charge for the initial discussion and analysis. Email:         info@wardenassociates.co.uk Website:    www.wardenassociates.co.uk

---

1. August Lore Ltd Mercia House, 51 The Green, Banbury. Telephone: 01295 201110   Mobile: 07759 160460 Independent Financial Advisors.  Member of Berkeley Independent Advisors Limited Network which is regulated by the Personal Investment Authority.

2.  Banbury Corporate Finance Initiative Passmore Deals, The Mill House, West Farndon, Nr Daventry, NN11 3TX Telephone: 01327 264468 or Mobile: 07771 551813 BCFI is a new 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. This means that directors and entrepreneurs are in safe hands for the following types of deal negotiation: Brokering Deals & Finding Investors - Business Acquisitions - Sale of Business or Exit Planning - Due Diligence Reports - Mergers, Alliances and Joint Ventures - Commercial Contracts - Financial/Asset Planning - Corporate & Personal Tax Planning - VAT & Employee Tax Advice - Succession Planning - Enforcing Your Rights. Email:        jeremylincoln@passmoredeals.co.uk Website:   www.bcfi.co.uk

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 Personal Investment Authority giving Independent Advice in respect of Investments, Pensions, Mortgages and other associated matters.

5.   Gary Bricknell & Associates - St. James's Place St. James's Place Partnership, Manor Park, Banbury, OX16 3TB   Telephone: 01295 276500   At Gary Bricknell & Associates 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. We also believe that giving our clients reliable, informed and above all understandable advice is the key to assisting them in planning for a secure financial future and then regularly reviewing changes in our clients circumstances to keep them on track to achieve their financial goals. Investments - Retirement Planning - Protecting You & Your Estate - Business Strategy - Personal Cash & Borrowings - Wheel of Services. Email:         gary.bricknell@sjpp.co.uk Website:    www.sjpp.co.uk/gba

6.  Bright Thinking Financial Services Bloxham Mill, Barford Road, Bloxham, Oxon, OX15 4FF.   Telephone: 01295 724144 At Bright Thinking we believe in offering you more than just free independent advice. We offer appointments to suit you, a dedicated advisor who you can contact 7 days a week, access to exclusive products & membership to our lifestyle card giving you discounts on a wide range of goods and services in the local area. Interested in finding out more? Email:         info@brightthinking.co.uk Website:    www.brightthinking.co.uk

7.  CMS Financial Management Limited Prospect House, Baynards Green, Bicester, OX27 7SG.   Telephone: 01295 268431 or 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. Email:         info@cmsfinancialltd.co.uk Website:    www.cmsfinancialltd.co.uk

8.  Philip T English IFS Limited 59 Bath Road, Banbury, OX16 0TU Telephone: 01295 660 571 or Mobile: 07776 103 190 Nigel Wearden Independent Financial Adviser. As an experienced, local Independent Financial Advisor, benefiting from the resources and expertise of a well established (1972) and respected local company, I provide a personal and confidential service for both private and business clients. I see my role as assisting you in making important decisions regarding your financial future, secure in the knowledge that you have received the right information, research and professional guidance to meet your requirements. Specialist areas: Pensions and investments. Please contact me for your FREE initial consultation.

9.  Rowan Hill - Independent Finance Broker April Cottage, Church Street, Barford St. Michael, OX15 0UA. Telephone: 01869 338409 A finance broker providing asset and general business finance solutions

10. Insight Business Training & Consultancy Ltd Brick Hill Cottage, Brick Hill, Hook Norton, Banbury, OX15 5QA.    Telephone & Fax:: 01608 730263           Our main training is in Quickbooks accounting software, where we offer one to one training and support for users, who wish to optimise the use of the product to provide good quality management information. We have also run courses in Successful Freelancing, Finance for the Non Financial manager and Start up Business. Email:        sian@insight.biz Website:   www.insight.biz

11. Mulberry Financial Associates Mercia House, 51 The Green, Banbury, OX16 9AB Telephone: 01295 201123 Independent Mortgage Advisor. Mulberry Financial Associates is an appointed representative of Sesame Limited, which is authorised and regulated by the Financial Services Authority.

12. Rawson Steele Manor Farm, Appletree Road, Chipping Warden, Banbury, OX17 1LH.          Telephone: 01295 660200   Our aim is to provide fully Independent Financial Advice in an understandable, clear and practical manner. In order to ensure that you can obtain advice from us in a convenient way, we offer the following: Where appropriate we can arrange to visit you in your home or place of work at a mutually convenient time - You can visit us at our offices where we provide free parking, disabled access and confidential interview facilities - We also provide a free initial appointment to introduce ourselves to you and to discuss how we can help you. Rawson Steele is authorised and regulated by the Financial Services Authority. Website:    www.rawsonsteele.co.uk

13. Swann Financial Consultancy 33-34 Parsons Street Banbury, Banbury, OX16 5NA.          Telephone: 01295 275269  We firmly believe that planning for a secure future, be it for yourself, your family or for your business, is one of the most important steps you will ever take. However, careful planning alone is not enough. Unless the plans are acted upon and regularly reviewed, changes in your circumstances, or the effects of inflation, may erode their value. The best way that we can help you reach your goals is not only to provide you with appropriate advice and guidance now, but also to ensure that they remain effective in the future, no matter how your circumstances change. This is reflected in the service we offer to our clients and the way in which it is provided. Email:         swann.financial@sjpp.co.uk Website:    www.swannfinancial.co.uk

14.  Anne Tutt Jasmine Cottage, The Green, Hook Norton, OX15 5LE Telephone: 07966 129296 Virtual Finance Director available to small & meduim sized businesses on a part-time basis .

15. Warden Associates Rectory Barn, Winderton, Banbury, OX15 5JQ. Telephone: 01608 685601 Warden Associates deliver financial management in the business - we work with you to add value. We provide the additional financial knowledge and experience that you need when you move into unfamiliar territory or have a short-term or part-time need. For example, we provide the skills of a part-time Finance Director to businesses that cannot afford the full-time costs of an experienced professional but need reliable, timely and focused management information and the associated discussion of problems and future opportunities. Or, we can provide one-off assistance to integrate a new acquisition, restructure your current organisation. set up reporting that gives you the information to manage, review a new business opportunity and so on. We make no charge for the initial discussion and analysis. Email:         info@wardenassociates.co.uk Website:    www.wardenassociates.co.uk

16.  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) .

17. YooToo Financial Services Ltd 19 Sydenham Close, Adderbury, OX17 3FB Telephone: 01295 811351 As independent financial and independent mortgage advisors we are interested in helping you personally, or your company. We offer expert independent financial advice on mortgages, investments, savings, pensions and protection.