FINANCIAL PLANNING
One Step Ahead
At Oxford-Financial Our Team Of International Independent Financial Advisors Work With You To Understand, Plan and Create a Sucessful Financial Strategy
About Oxford-Financial
We help Build your future
Our independence and objectivity is key on your financial journey. Understanding your needs and the ability to create thousands of bespoke options allows us to ensure your protection and financial security.
We Created Oxford-Financial To Provide Understandable, Accessible & Practical Financial Guidance & Solutions.
BUILDING SUCESSFUL RELATIONSHIPS
Navigating the changing landscape of Finance, the economy and life's journey
Financial Providers
Our
Clients
Monthly Client Updates
Professional Awards
Global Experience - Local Reach
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Our Testimonials
We go above and beyond for your needs.
See what some of our Clients Say?
Opción muy flexible, buena rentabilidad y excelente servicio hasta la fecha.
Very flexible option, good returns and great service to date.
JOSÉ LOPÉZ
Me gustarÃa agradecer a Irene por su asesoramiento y tiempo, tengo una póliza de seguro de vida y tengo un plan claro. Espero avanzar mi plan con Irene y Oxford-Financial para mejorar mi situación financiero en el futuro.
I would like to thank Irene for her assesment and time, I have a life insurance policy and a clear financial plan. I hope to advance my plan with Irene and Oxford-Financial to improve my financial situation in the future.
Fernanda Crespo
How We Work
Your Needs Guide Us
Three Step Process Explianed
Book a confidencial meeting with one of our assesors
Step 1
Initial Assesment
- Introduction
- Future Direction
- Current Position
- Current Requirements
Step 2
Financial Plan
- Analysis & Insights
- Financial Models
- Financial Education
- Solutions
Step 3
Reviews & Updates
- Triannual Updates
- Regular Statements
- Portfolio Assesment
- Centralised Service Canter (CSC)
Our Publications
Analysis of Information is what drives us.
Below our recent publications.