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We believe in making a difference. In our customers' eyes, CRM & AGM stands for a First-Class personal service, incorporating quality and honesty which is aimed at helping you in life. Please click here to see what advice we can give to you. We deliver a quality service through our advisers and we facilitate and monitor customer feedback to continually improve the customer's experience through innovation. Typically, we review your needs  and put ourselves in the customer's shoes in order to help you. Getting the right advice means speaking to the right people. Click here to take advantage of a FREE INITIAL meeting with one of our fully qualified advisers. Many people think an IFA (Independent Financial Adviser) is only for the wealthy but this is not the case. The majority of our clients are everyday people from all walks of life. Our services are open to everyone. We adhere to strict FSA (Financial Services Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile. We have a wealth of experience and support behind us and concentrate on the suitability, risk and strength of new and existing financial products and providers on your behalf. For anyone to find the best products and providers in any market you first have to possess the knowledge, experience and tools to find your way. We look after our clients on a daily basis and understand the financial market and what is important to them. Based in Kidlington Oxford we are able to provide consultations in the comfort of your home, workplace, our comfortable offices in Kidlington or we can act for you via telephone, fax or email and post.   The majority of our clients reside throughout the Oxfordshire area and in some instances further afield. Using technology we can provide services throughout the whole of the UK. We work closely alongside Chapman, Robinson & Moore Accountants who provide a full accountancy service. Please click here to be taken directly to their website. We pride ourselves in giving unbiased honest advice.

With many years experience in Financial Services we can provide a flexible, comprehensive and professional service. You can have confidence in the knowledge and guidance we can offer. Our principal advisers Graham Lindsey and Mike Prior are fully qualified and have been advising clients for many years, so therefore have a wealth of experience.

Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate. Being independent allows us to work on your behalf!! Our flexible approach allows us to provide face to face consultations, conduct business by post or via the worldwide web. See Our Services page for more details. on the areas that we can give you advice on. To find out how CRM & AGM Independent Financial Advisers can help you or your business either call 01865 370708, or click here to arrange a free initial and confidential meeting with one of our fully qualified advisers.