Business Details
Your Trusted Financial Partner in Reading
We are a team of Chartered Financial Planners who have been providing independent financial advice for over two decades. Our approach to financial planning is rooted in building long-term relationships with clients, ensuring their financial futures are secure and aligned with their personal goals. Specialising in retirement advice, divorce-related financial planning, and investment strategies, we work with individuals seeking clarity in complex financial matters. Our team of experienced planners and dedicated support staff prioritises client needs, offering tailored solutions that adapt to evolving life circumstances.Recognised as a VouchedFor Top Rated firm, we combine expertise with a personable service, guiding clients through every stage of their financial journey. Our commitment to excellence is underpinned by our Chartered status and authorisation from the Financial Conduct Authority. We serve clients across Reading, Berkshire, and the Thames Valley, fostering trust through transparency and a deep understanding of individual aspirations.
Services
Financial Planning
Retirement Advice
Divorce Financial Planning
Investment Strategies
Pension Sharing
Inheritance Management
Business Sale Guidance
Bereavement Support
Tax-Efficient Planning
Estate Planning
Highlights and features
- We are Chartered Financial Planners with over 20 years of industry experience.
- Our team delivers bespoke financial solutions tailored to individual client needs.
- We specialise in assisting divorcing couples with fair pension and asset division.
- Regulated by the Financial Conduct Authority for client protection and trust.
- Recognised in the VouchedFor Top Rated 2022 guide for excellence in financial advice.
Associations and certifications
- Chartered Institute for Securities & Investment
- Financial Conduct Authority
- Resolution
What people say
Life saver
Responsive, efficient team
Best interests at heart
Bespoke plan
Secure financial future
Services
Financial Planning
Our financial planning service helps clients navigate complex financial decisions, from retirement strategies to inheritance tax planning. We assess individual circumstances to create tailored roadmaps for long-term security. With a focus on clarity and adaptability, we ensure clients feel confident in their financial future.
Retirement Advice
We specialise in optimising retirement savings through tax-efficient pension strategies, income projections, and risk management. Our advice ensures clients understand their options and can sustain their desired lifestyle in retirement. Regular reviews keep plans aligned with changing regulations and personal goals.
Divorce Financial Planning
We guide divorcing clients through equitable asset and pension division, offering expert valuations and negotiation support. Our aim is to secure fair outcomes while minimising emotional and financial stress. We collaborate with solicitors to ensure legally sound financial settlements.
Investment Strategies
Our investment strategies balance growth potential with risk management, tailored to clients' risk profiles and time horizons. We leverage diversified portfolios and ongoing monitoring to maximise returns while aligning with long-term objectives.
Inheritance Management
We help clients preserve wealth across generations through strategic estate planning and tax mitigation techniques. Services include will drafting, trust creation, and succession planning to ensure assets are distributed according to clients' wishes with minimal tax impact.
People
Jeremy Jackson
Financial Planner
Jeremy specialises in retirement planning, offering clients tailored strategies to maximise pension benefits and ensure long-term financial security. With a client-centric approach, he simplifies complex regulations to provide actionable, future-proof advice.
Rob Starling
Financial Planner
Rob provides comprehensive financial guidance, focusing on investment strategies and tax-efficient wealth management. His expertise helps clients build and preserve capital while aligning plans with evolving personal and economic landscapes.
Liz Penston
Financial Planner
Liz supports clients in achieving financial stability through meticulous planning and asset protection strategies. Her empathetic approach ensures clients feel heard and confident in navigating life transitions with a clear financial roadmap.
Mike Thompson
Chartered Financial Planner
Mike combines deep technical knowledge with practical advice, specialising in divorce-related financial settlements and pension sharing. He prioritises transparency and empathy, helping clients rebuild their finances after challenging life events.
Jack Thompson
Financial Planner
Jack assists clients in crafting investment and retirement plans that balance growth with security. His proactive communication and analytical approach ensure clients remain informed and aligned with their long-term financial goals.
Questions
What areas do you serve?
We serve clients in Reading, Berkshire, and the Thames Valley region, providing tailored financial advice to individuals across the UK.
Do you specialise in divorce financial planning?
Yes, we have 20 years of experience supporting divorcing couples with pension division, asset allocation, and post-divorce financial planning.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority, ensuring adherence to strict professional standards and client protection.
What accreditations do you hold?
We are Chartered Financial Planners and members of Resolution, reflecting our commitment to excellence and ethical financial advice.
Can you help with inheritance planning?
Yes, we offer bespoke estate planning services to manage inheritance tax, create wills, and ensure seamless wealth transfer to beneficiaries.
How do I book a consultation?
Contact us via phone or email to schedule a free initial consultation and begin crafting your personalised financial strategy.
