Just looking for advice?
We recognise that sometimes, people just want to talk.
No commitment, no salesmen, just talk
Investment Services. Investment advisers with a wealth of experience in private investment and portfolio planning. Click to continue.
Retirement planning. On course for a comfortable retirement? When was the last time you checked? Click to continue.
Mortgages. Whatever your needs. Sound advice from a fully independent professional can help. Click to continue.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For mortgage advice you can choose how we are paid: pay a fee, usually 0.5% of the loan amount plus commission that we receive from the lender or a fee of 1.0% of the loan amount and any commission would be refunded back to you.
Welcome to CRM & AGM Independent Financial Advisers based in Kidlington, Oxford, Oxfordshire. As Independent Financial Advisers (IFA's) we work closely alongside individuals, trustees and business owners to build, manage and protect their wealth.
With a no obligation FREE initial meeting with one of our fully qualified financial advisers we will offer you an all encompassing independent financial review which can include:- mortgage advice, re-mortgage advice, equity release advice, long term care advice, investment advice, inheritance tax planning advice, annuity advice and retirement planning advice.
We have been looking after people living in Oxfordshire for many years so why not give us a try? Please ring us on Oxford (01865) 370708.
Please look at our testimonials page to see what our clients are saying about us!
For advice on Long term care we act as introducers.
Equity release refers to Home reversion plans and Lifetime mortgages. To understand the features and risks ask for a personalised illustration.