Fox & Co Financial Management

Financial Adviser in Oxford, Oxfordshire

Fox & Co Financial Management was established by David Hindley in 1994 with the sole intention of providing a highly personalised service for clients in Oxfordshire and the South of England.


 David originally trained to be a lawyer, before joining one of the UKs largest Insurance companies spending almost a decade working with Financial Advisors. It was during this time that David realised that there was a real need for specialist advice for clients with significant financial assets which was simply not available on the high street.


Consequently he has built an excellent reputation with Private Banks and Investment Houses to provide access to these specialist services as well as very close working relationships with firms of solicitors and accountants to ensure that all areas of his clients’ needs can be met.


Over the years the firm has developed areas of specialisation focusing on Wealth Preservation and Tax Planning with particular emphasis on reducing the amount of Inheritance Tax, Capital Gains Tax and Income Tax their clients have to pay.


The firm prides itself on developing very close relationships with clients and becoming in effect the ‘hub’ for all of their financial dealings, which often means liaising with their banks and other professionals to ensure a seamless and joined-up approach to everything it does. 


Initial meetings are completely free of charge and this gives us the opportunity to explain how we operate and for both parties to decide if we would like to work together over the coming years.


As independent advisers, clients benefit from our being able to offer advice on the broadest range of products and services, whether it be for Investment Advice, Retirement Planning, Inheritance Tax Planning or simply a review of existing arrangements. 


If you would like to explore what we can do for you, do please get in touch with us.


Further information can be viewed on the company website www.foxandco.com.

Contact Details

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Phone

01993 700002

 

Address    

Fox House,

South Leigh Road,

High Cogges,

Witney,

Oxfordshire,

OX29 6UW

List of Services

Investments

  • Bonds
  • Collectives
  • EIS
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts
  • VCT

Pensions

  • Annuities
  • auto enrolment
  • Executive Plan
  • Final Salary Pension
  • Income Drawdown
  • Occupational
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension advice

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Key Person
  • Share Protection
  • Group Life
  • Group Income Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

Fox & Co financial management Ltd is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales.
Registered Company Number: 4285453.
Registered Office: 6 Newbury Street, Wantage, Oxfordshire, OX12 8BS.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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