Mark Barclay Wealth Management
Financial Planners
259 Banbury Rd, Summertown, Oxford OX2 7HN
Most Recent Comments
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May 2023
Mark welcomed us warmly on Monday morning and was very helpful on several aspects of our finances. He combined our meeting with an internet link with our daughter and we emerged reassured and confident in his guidance. We would not hesitate to recommend him to friends and family.
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March 2023
Thank you Mark, very helpful. Very good advice.
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March 2023
We would very happily recommend Mark to anyone wishing to invest their money for whatever result you are looking for. He is responsible and has always been honest with his recommendations. Even through the last few years, where the market has been up and down like a yoyo, our investment has performed above the average....
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From Mark Barclay Wealth Management
Helping make my clients’ money work better for them and their loved ones lies at the heart of my business. I believe in providing people with the best available advice which, combined with regular contact and a true understanding of individual financial situations, means my clients can feel secure that they and their family are covered for any future eventualities.
My services include:
• Investment planning
• Retirement Planning
• Onshore and Offshore Investment Planning
• Inheritance Tax Planning
• Trustee Investment Planning
• Tax Efficient Investment Planning
• Protection planning: Life, Critical Illness, Income Protection, Key Man Insurance and Shareholder protection.
Please get in contact with my team 01865 950980.
