Business Details
25 Years
experience
Trusted Financial Advisers in Reading | Berkshire Financial Consultancy
Established in 2001, we provide face-to-face financial planning services to individual and corporate clients. Our approach focuses on building long-term relationships through tailored advice that reflects each client's unique needs and objectives. We prioritise transparency and trust, ensuring ongoing reviews of financial plans to adapt to changing circumstances. Our team of DipPFS-qualified professionals maintains regular client contact to discuss relevant adjustments.We specialise in mortgage advice, life insurance, investment planning, pensions, and general insurance, operating under the UK regulatory framework. With over two decades of experience, we combine industry expertise with a commitment to delivering professional, client-centric solutions.
Services
Mortgage Advice
Life Insurance
Investment Planning
Pension Solutions
General Insurance
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of experience in financial planning and mortgage advisory services
- Our team consists of DipPFS-qualified financial professionals with specialist expertise
- We provide ongoing financial reviews to ensure plans remain current and effective
- We maintain transparent, trust-based relationships with all our clients
- We deliver face-to-face advisory services tailored to individual circumstances
Services
Mortgage Advice
Our mortgage advisory service provides comprehensive guidance on residential and commercial property financing options. We assess individual circumstances to recommend suitable mortgage products, considering interest rates, repayment terms, and eligibility criteria. Our FCA-regulated advisers help clients navigate the mortgage process from initial application to completion.
Investment Planning
We offer strategic investment planning to help clients grow their wealth through diversified portfolios. Our services include risk assessment, asset allocation, and ongoing portfolio management. We provide access to various investment vehicles including ISAs, unit trusts, and pension funds to meet long-term financial objectives.
Pension Solutions
Our pension planning service helps clients prepare for financial security in retirement. We review existing pension arrangements, recommend suitable schemes, and optimise tax-efficient contributions. We specialise in workplace pensions, self-invested personal pensions (SIPPs), and retirement income strategies.
Life Insurance
We provide tailored life insurance solutions to protect clients' financial dependants. Our services include term life cover, whole-of-life policies, and critical illness cover. We assess individual needs to recommend appropriate protection levels and policy structures that align with clients' personal circumstances.
General Insurance
Our general insurance services cover a range of personal and business protection needs. We offer home, car, and commercial insurance policies with flexible coverage options. Our advisers help clients understand policy terms, excess levels, and claims processes to ensure adequate protection against potential risks.
People
Martin Halls
Practice Principal
Martin Halls, a DipPFS-qualified financial adviser, leads our practice with over 20 years of experience in mortgage and investment planning. He oversees all client advisory services and ensures compliance with regulatory standards.
Richard Meade
Financial Adviser
Richard Meade, a DipPFS-qualified financial adviser, specialises in pension planning and retirement solutions. With 15 years' experience, he helps clients create tailored strategies to achieve their long-term financial goals.
Ian Wiltshire
Financial Adviser
Ian Wiltshire, a DipPFS-certified adviser, focuses on investment planning and protection policies. He brings extensive experience in constructing diversified portfolios that align with clients' risk profiles and financial objectives.
Jason Davies
Mortgage Adviser
Jason Davies, our specialist mortgage adviser, helps clients navigate residential and commercial property financing. With expertise in mortgage products and lending criteria, he provides tailored solutions for first-time buyers and experienced property investors.
Ashley Halls
Financial Adviser
Ashley Halls, a DipPFS-qualified adviser, provides expert guidance on life insurance and protection planning. She works closely with clients to ensure their financial dependants are adequately protected through appropriate coverage solutions.
Questions
What financial services do you offer?
We provide mortgage advice, investment planning, pension solutions, life insurance, and general insurance services to both individual and corporate clients.
Are your financial advisers qualified?
All our advisers hold the DipPFS professional qualification and have extensive experience in financial planning and mortgage advisory services.
How are your fees structured?
Our financial planning fee ranges from £250 to £750 on completion, with standard charges typically set at £250 for our advisory services.
Do you provide ongoing financial reviews?
Yes, we maintain regular client contact to review financial plans and make adjustments according to changing personal circumstances or market conditions.
Where are you based?
Our main office is located at Office C9 Acre Business Park, Acre Road, Reading RG2 0SA, serving clients across the UK.
Are you regulated by the FCA?
We operate under the UK regulatory regime, though we disclose that some mortgage services fall outside FCA regulation as required by compliance standards.
