Business Details
25 Years
experience
Trusted Financial Advisers in Reading
Established in 2001, we provide face-to-face financial planning for individuals and corporate clients. Our approach focuses on creating tailored solutions that align with each client's unique needs and long-term objectives. We prioritise building enduring relationships founded on transparency and trust, ensuring regular reviews to adapt to changing circumstances. Our team of qualified professionals delivers expert guidance across mortgage advice, investment strategies, pension planning, and protection services. We operate under the UK regulatory framework, maintaining rigorous standards of professionalism and client care.With over two decades of experience, we combine local market knowledge with comprehensive financial expertise to support informed decision-making. Our commitment extends beyond initial advice, offering ongoing support to navigate evolving financial landscapes. We utilise advanced tools for portfolio monitoring and market analysis to enhance service delivery. Client feedback shapes our continuous improvement efforts, ensuring our services remain relevant and effective. Our practice philosophy remains rooted in ethical conduct, prioritising client interests while maintaining compliance with regulatory requirements.
Services
Financial Planning
Mortgage Advice
Pension Planning
Investment Management
Protection Insurance
Details
- Year established: 2001
Highlights and features
- We have over 20 years of experience in financial planning
- Our advice is personally tailored to individual client needs
- We maintain regular client contact for ongoing financial reviews
- Our team includes qualified professionals with DipPFS designations
- We operate under FCA regulatory oversight
Associations and certifications
- The Openwork Partnership
Services
Financial Planning
We develop comprehensive financial strategies tailored to individual circumstances. Our process considers current assets, future goals, and risk profiles to create actionable plans. Clients receive ongoing support to adapt strategies as life circumstances evolve.
Mortgage Advice
Our specialists provide guidance on residential and buy-to-let mortgage options. We assess affordability, compare lenders, and explain different mortgage products. The service includes application support and ongoing mortgage management.
Pension Planning
We help clients prepare for retirement through pension consolidation and strategy development. Our advice covers state pension entitlements, workplace schemes, and private pension arrangements. We focus on creating sustainable income streams for retirement.
Investment Management
We offer investment solutions aligned with risk tolerance and financial objectives. Our approach includes portfolio diversification and regular performance reviews. Clients can access platforms like M&G Wrap for investment monitoring.
Protection Insurance
We provide life insurance and critical illness cover solutions. Business protection includes key person insurance and shareholder agreements. Our advice ensures appropriate coverage levels to safeguard financial security.
People
Martin Halls
Practice Principal
With over 20 years in financial services, Martin leads our advisory team. He specialises in complex financial planning and mortgage solutions, ensuring high standards of client care and regulatory compliance.
Richard Meade
Financial Adviser
Richard provides tailored investment and retirement planning advice. His expertise includes pension consolidation and tax-efficient savings strategies for individuals and business owners.
Ian Wiltshire
Financial Adviser
Ian focuses on mortgage solutions and protection planning. He helps clients navigate property purchases and implement risk management strategies for personal and business needs.
Jason Davies
Mortgage Adviser
Jason specialises in residential and buy-to-let mortgage arrangements. He assists first-time buyers and property investors with financing solutions and market analysis.
Ashley Halls
Financial Adviser
Ashley provides comprehensive financial planning services, including investment management and protection strategies. She works with clients to develop long-term wealth management plans.
Questions
What financial services do you offer?
We provide mortgage advice, investment management, pension planning, and protection insurance for individuals and businesses.
Are you regulated by the FCA?
Yes, our financial services are regulated by the Financial Conduct Authority under the UK regulatory regime.
How do you charge for mortgage advice?
Our mortgage arrangement fee ranges from £250 to £750, depending on the complexity of the transaction.
Can I monitor my investments online?
Yes, we provide access to platforms like M&G Wrap and Scottish Widows for portfolio monitoring.
Do you offer business protection services?
Yes, we provide key person insurance, partnership protection, and shareholder agreements for business clients.
How often do you review financial plans?
We recommend regular reviews to ensure plans remain aligned with changing personal circumstances and market conditions.
