We have some exciting news to share: EIGHT Financial Advice has acquired Swann Financial, and Banbury is now home to our newest office. The team brings years of experience and a client-first approach that will feel very familiar to anyone who knows EIGHT.
As EIGHT grows, so does what we can offer. The addition of the Swann team brings more specialist advisers across a broader range of expertise, extending our reach into Banbury and the surrounding areas. Wherever your financial needs take you, there is now an even broader range of expertise within EIGHT to draw on.
“We believe this is the kind of growth that genuinely makes us better for you.”
Ian Riggs, Founder and CEO, EIGHT Financial Advice
Same adviser, same team, nothing you need to do
If you already work with the Banbury team, day to day very little changes. You will keep the same adviser and the same team, and your existing arrangements, fees and St. James’s Place investments carry on exactly as they are. What has changed is what sits behind that relationship: the size, the systems and the range of services now available.
A wider range of services
- Eight Mortgages
- Eight Tax and Accountancy Services*
- Eight Wealth International, for clients living or working overseas*
* These services are separate and distinct to the services provided by Eight Financial Advice and St. James’s Place. They are not regulated by the Financial Conduct Authority.
EIGHT Mortgages is a trading name of EIGHT Wealth Management Ltd.
If any of this is useful to you, your adviser is the best place to start.
What’s to come?
As we continue to grow, our commitment to being genuinely local, genuinely accessible and genuinely here for you only gets stronger. Our news pages will share how the Banbury office is settling in: new faces, milestones and updates as they happen.
