Mark Barclay Wealth Management - Oxford

Mark Barclay Wealth Management: A Comprehensive Overview

Mark Barclay Wealth Management is a distinguished financial planning firm located at 259 Banbury Rd, Summertown, Oxford OX2 7HN, United Kingdom.

Contact Information

• Phone: 1865950980
• Website: mbarclay.co.uk

Specialties and Other Points of Interest

• Specialties: Financial planner
• Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom

Company Opinions and Average Rating

This esteemed company has garnered 17 reviews on Google My Business, with an impressive average rating of 5/5.

Customers have praised Mark Barclay Wealth Management for their exceptional approachability, practical advice, and comprehensive financial guidance. The company's ability to combine in-person meetings with virtual interactions, such as linking with clients' family members, demonstrates their commitment to providing personalized and tailored solutions for their clients' unique financial needs.

Moreover, the firm's wheelchair accessibility features, including accessible entrance, parking, and restrooms, showcase their dedication to creating an inclusive environment for all clients.

Recommendation

If you're seeking a reputable financial planner, Mark Barclay Wealth Management is highly recommended. Their expertise, personalized approach, and exceptional customer service have earned them a stellar reputation within the industry.

To learn more about their services and how they can assist you in achieving your financial goals, visit their website at mbarclay.co.uk or contact them directly at 1865950980.

👍 Reviews of Mark Barclay Wealth Management

Abigail G.

5/5

Mark was very approachable and gave us really practical advice - we left feeling clear and confident on next steps. Highly recommend.

John T.

5/5

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.

Ivan F.

5/5

I have no hesitation in recommending Mark Barclay Wealth Management. I feel confident and secure knowing that my pension investments are in his hands. He has managed my account effectively through the turbulent times over the last few years and has been swift to respond when I have need help. Thanks for a great service.

Mel S.

5/5

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. Definitely a great financial choice.

Matt N.

5/5

We have known Mark for over 15 years, and have recently entrusted him to review our Insurance requirements. We sat down with Mark and he reviewed our total financial situation, Mark was able to advise us on the right Life Assurance for us. We have been so impressed with his professional service that we will be looking to review our pensions with him shortly. We can not recommend him highly enough.

Malcolm M.

5/5

Mark Barclay has handled my affairs for many years and I have always found him helpful with good timely advice which has been extremely valuable and deals with any worries one might have about financial planning. In addition, his staff are all friendly and responsive.

Norman L.

5/5

I have been a client of St James's Place for many years and have significantly profited by their expertise. My own personal financial adviser, Mark Barclay, has been particularly helpful and supportive and always at hand to deal with any questions or issues that I may have. I can recommend him and St James's Place with no reservations whatsoever. Five star service!

Erin R.

5/5

Mark has been so patient with me and I can't thank him enough for helping me with my pension provision. It's relief to have sorted something so easily. I can't recommend Mark enough. Very easy to work with. Thanks Mark.