Based in North Oxford, Liz Maudsley Financial Planning provides a fresh approach to financial planning and wealth management. Services include bespoke wealth management advice to private and corporate clients in and around the home counties.
We provide value driven and trusted financial planning advice face-to-face and virtually, depending on individual, family and business client preferences.
We agree plans with our clients to build on existing wealth and provide dedicated advice on developing new wealth to enhance future individual or family security, Financial Wellbeing, Education and peace of mind.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 15/01/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.