Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
We believe that you value independent, unbiased product-neutral advice and that is what Oxford provides. We listen to your family’s situation and concerns, consider what value we can bring to the relationship and quote a fee based on the value of our advice to the family.
- Fees are designed to ensure that you have the access you need to a team of professionals that understands the intricacies of your situation and can provide advice and direction based on what is best for you.
- The fee is designed to create a long-term total access experience for your family, connecting you to professional, comprehensive advice whenever you need it.