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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) 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 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

Click here to see the Privacy Notice.

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 is the Principal Financial Planner for Critchleys Financial Planning LLP

More on Jason

Nick Chaitow

Nick is a Financial Planner for Critchleys Financial Planning LLP.

More on Nick

Jessica McGuigan

Jessica McGuigan

Jessica is a Financial Planner for Critchleys Financial Planning LLP.

More on Jessica

Client links:

Access your investment portfolio

Women in Financial Advice Awards

Jessica McGuigan

Women in Financial Advice Awards

JESSICA'S VLOG: Engaging young people in Financial Planning

Jessica McGuigan

JESSICA'S VLOG: Engaging young people in Financial Planning

Financial Planning for the next generation

Jessica McGuigan

Financial Planning for the next generation

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".

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."

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

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