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Financial Planning

Critchleys Financial Planning LLP is a chartered financial planning firm.
We are one of Oxford's leading independently owned, professional financial planning practices.

1. The Stages of your Financial Life

We can advise you on your financial planning needs, whatever stage you are at.

2. It's all about you

Here is the process we follow to make sure you get the quality of advice you need.

3. The Marketplace

The financial world can be extremely complex. We visit the marketplace on your behalf and provide restricted advice.

4. Client Charter

4. Client Charter

Here is what you can expect from us.

5. Meet Our Experts

5. Meet Our Experts

Meet the Critchleys Financial Planning LLP Experts

Access your Investment Portfolio

Sign in below to view your Navigator Investment Portfolio with Critchleys Financial Planning LLP

Access your Investment Portfolio

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

* 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

Our Awards

Critchleys Financial Planning LLP have been awarded a place in Citywire's New Model Advisor Top 100 2019.

This award recognises "Prominent leaders and outstanding achievements in the UK financial advice community".

Our Awards

New Model Adviser® Top 100 for 2019

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