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Personal Financial Planning

with Critchleys Financial Planning LLP *

Personal Financial Planning is provided by Critchleys Financial Planning LLP *, one of Oxford's leading independently owned, professional financial planning practices.

Our clients trust us to look after their financial wellbeing. We provide comprehensive financial planning and wealth management.

Discover how we approach financial planning

* Critchleys Financial Planning LLP is an appointed representative of  Quilter Financial Services Limited (FCA Register number is 440703) / Quilter Wealth Limited (FCA Register number is 217742), and Quilter Mortgage Planning Limited (FCA Register number 440718), Wiltshire Court, Farnsby Street, Swindon. SN1 5AH, which is authorised and regulated by the Financial Conduct Authority.

The permitted business of Quilter Financial Services Limited / Quilter Wealth Limited and Quilter Mortgage Planning Limited is advising on and arranging pensions, investments, mortgages, life assurance and general insurance.

You can check this on the FCA’s Register by visiting the FCA’s website www.FCA.org.uk/register or by contacting the FCA on 0300 500 8082.  The FCA address is: 12 Endeavour Square, London. E20 1JN

Let's chat: Financial Planning

If you would like to start exploring how Critchleys Financial Planning LLP* could help you plan your personal financial future, please contact Jason McGuigan.

You can also call our reception on (01865) 261100.

Let's chat: Financial Planning

Key Team Members

Jason McGuigan

Jason McGuigan

Jason is the Managing Partner of Critchleys and the Principal Financial Planner, Critchleys Financial Planning LLP

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Nick Chaitow

Nick Chaitow

Nick is a Financial Planner for Critchleys Financial Planning LLP.

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Jessica McGuigan

Jessica McGuigan

Jessica is a Financial Planner for Critchleys Financial Planning LLP.

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Client links:

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Currency UK

Latest Financial Planning News

Critchleys Financial Planning LLP have been awarded the following:

Citywire's New Model Advisor Top 100 2019. This award recognises "Prominent leaders and outstanding achievements in the UK financial advice community".

Citywire's Top 100

AdvisoryHQ Best Financial Advisers in the UK. Which states that "With a large array of financial experts and fully customised approach, Critcheys earns 5-stars as one of the best financial advisors in the UK to consider working with this year."

Best Financial Advisers

AdvisoryHQ's 11 Best Financial Advisers ranked Critchleys as one of the best financial advisors in the UK

UK Financial Advisers

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