About OnPoint Financial
OnPoint Financial is based in Woodstock at The Quadrangle on Banbury Road, positioned in one of Oxfordshire's most prestigious towns, adjacent to the UNESCO World Heritage Site of Blenheim Palace. Woodstock's status as a historic market town and gateway to Blenheim Palace attracts affluent residents and professionals, creating a client base that often requires sophisticated financial planning, investment management, and wealth preservation strategies. OnPoint Financial's location in this distinguished town reflects the quality of service and calibre of clients they serve.
The firm provides comprehensive financial planning services including investment advice, retirement planning, and wealth management for individuals and families across Woodstock, west Oxfordshire, and the surrounding northern Cotswolds. Their Banbury Road location provides convenient access for Woodstock residents and those from nearby towns like Chipping Norton, Charlbury, and north Oxford suburbs. OnPoint Financial's approach focuses on delivering personalised financial advice tailored to each client's unique circumstances, goals, and concerns.
For residents of Woodstock and the surrounding area seeking local financial planning expertise in one of Oxfordshire's most attractive towns, OnPoint Financial provides convenient access to professional financial advice. Their established presence in Woodstock demonstrates commitment to serving this prosperous corner of Oxfordshire and the northern Cotswolds. The firm's location also provides natural appeal for clients who value meeting their financial adviser in Woodstock's elegant surroundings rather than travelling to larger towns or cities. For those seeking local financial planning services in Woodstock with the convenience of a town-centre location on Banbury Road, OnPoint Financial represents a practical and accessible choice.
Fee Structure
OnPoint Financial operates on a Fee-based basis.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.