Mark Barclay Wealth Management LLP

: 259 Banbury Road, Summertown, Oxford, Oxfordshire, OX2 7HN

: FCA Number: 515337

Website Image of Mark Barclay Wealth Management LLP

Centrally located in the heart of Oxford, Mark Barclay Wealth Management LLP is a respected financial planning firm offering an array of services including life and investment strategies, pensions retirement advice and final salary pension transfers. Proudly regulated by the FCA under number 515337, the firm serves individuals and businesses across Oxfordshire, delivering advice that's both tailored and trustworthy. With a client-focused approach, Mark Barclay Wealth Management LLP specialises in understanding your unique financial landscape to guide you towards your economic goals. Their office can be found at 259 Banbury Road, Summertown, OX2 7HN. Looking for credible, personalised and regulated financial advice in Oxford? Connect with Mark Barclay Wealth Management LLP today.

Their team includes 2 financial advisers. Check FCA registration here.

Mark Barclay Wealth Management LLP are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Mark Barclay Wealth Management LLP from the Motorway

From the M40:
At Junction 9, take the A41/A34 exit towards Bicester, Aylesbury, Oxford, or Newbury.
Proceed to Wendlebury Interchange and take the third exit onto A34.
Take the A44 exit in the direction of Oxford, Evesham, London, Cheltenham, or A40.
Upon reaching Peartree Roundabout, take the second exit onto Woodstock Road also known as A44.
At the ensuing roundabout, take the second exit onto North Way, Sunderland Avenue, or A40.
At the subsequent roundabout, take the third exit onto Banbury Road or A4165.
Next, make a right turn toward Banbury Road.
Finally, turn right onto Banbury Road. Your destination will be on your left.

List of advisers under Mark Barclay Wealth Management LLP:

Mark Barclay Wealth Management LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.