Rawson Steele - Fully independent personal financial advice

Welcome to Rawson Steele...

Rawson Steele is a firm of fully independent financial advisers, based in Chipping Warden, Banbury, Oxfordshire, authorised and regulated by the Financial Services Authority.
Paul Rawson and Brian Steele established Rawson Steele in 1992 and between them they have over 50 years experience working in financial services.
Part of the reason for our ongoing success is that our concern is first and foremost for you as the client. We are advisers and not salespeople; we have no targets, sales tactics or product bias and are therefore able to tailor advice to the individual according to their personal circumstances, needs and desires.
Investment Advice

We specialise in personal investment advice. You may have an investment to make or wish to discuss your existing investments. In either case we can give you individual personal advice.
We can also provide you with an ongoing review service in order to ensure that your money is looked after at all times, that it is invested in the appropriate place and that it is suitable for whatever you are trying to achieve.

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Pensions and Retirement Planning

Your retirement funding represents a major part of financial planning.
Planning the funding of your retirement can include the use of a variety of investments, including pension schemes. These should all be tailored to your personal needs and requirements and regularly monitored to ensure that you have sufficient money available to you at the right time.
We can provide you with a review of your existing arrangements, set up new plans and make sure that you can look forward to a comfortable retirement.

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Financial Reviews

Your circumstances, needs and desires change with time. There will be changes in your personal circumstances, age and financial requirements, together with developments in the law, economy, and the various solutions available.
Financial reviews are essential to provide you with peace of mind and security even if it is only to ensure that no changes are necessary.

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Taxation Advice

We can provide assistance in many areas of Taxation, including Inheritance Tax Planning, Capital Gains Tax and Income Tax issues, particularly relating to investments and retirement planning.

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How can Rawson Steele help you?

We consider an individual’s complete situation, taking into account their personal circumstances, needs, requirements and desires. Clients may currently hold any combination of savings, pensions, stocks and shares, insurance policies and many other investments. We will take into account all of these elements, offering you tailor-made personal financial advice and assisting you with your financial planning for the future.

Should you require advice on a specific area or simply wish to review your current general financial situation and assess whether anything needs to be done at present, we can help you.

We offer an initial appointment to assess your needs and requirements free of charge, in order to introduce ourselves to you and to discover whether we can help you at the current time.

Why take Independent Financial Advice?

Unlike many advisers we are fully independent of any financial institution, bank or insurance company. We work solely on our client’s behalf and all advice given is designed to protect the client’s position at all times.

Whilst any one institution or provider may be very good in specific areas, we do not believe that any one company (or restricted range of companies) can be the best in the wide range of areas in which we give advice. We therefore strongly believe that only Independent advice can provide the best for our clients.