Find a Financial Planner in Reading

I am a qualified accountant with 15 years experience in audit, accounts, tax, financial planning & analysis.

Finance - Analysis - Growth. Helping Businesses Achieve More. As a CIMA qualified accountant I understand that if you are starting a new company or growing an existing business, a sound understanding of your business activity and finances is essential. If you are start up business that needs support, an existing business with ambitious plans or a company requiring performance improvement, Cotbury Consultancy is able to provide these technical skills with one-off reviews, ongoing consultancy or training.

I am a CIMA member in practice, and I use online software (my favourite being Xero) to make life easier for small business owners. I am readily available for discussions and I'm very proficient with excel, google drive, Sage, and Xero.

An experienced and knowledgeable mortgage and insurance expert with over 18 years experience in financial services. Ben assists individuals, families and business owners with their financial and protection advice needs, covering both the Home Counties and London. Ben was also ranked as one of the top 250 advisers in the UK, by Sesame Network in 2016. The FCA does not regulate Solicitors and we act as introducers for it.

Managing your finances can seem like an overwhelming task. However, with Kirk Rice on your side, you can navigate your personal tax and business accounts and transform financial hurdles into opportunities that will help you and your business grow. Kirk rice was first established in 1989. Our clients are our main focus, and we appreciate that you may have different needs to our next client that walks through the doors.

During COVID 19: We are not at our offices and work from home, we are carrying out electronic meetings mainly using Zoom and Teams. We are a financial planning service, working primarily with clients who are, or who will shortly be retired. We have more than 50 years experience advising clients how to invest effectively, how to use their pensions, how to save tax and pass on more of their wealth to their family.

We founded Holy Brook with the mission of helping organisations do things better so they can do better things. If you run a charity with an enterprising spirit or a business with a heart we want to work with you. Our team provides bookkeeping, VAT and payroll as well as financial strategy support, for example reviewing and creating business plans, budgets and management accounts.

My name is Richard Knight and I use my 33 years business ownership experience taking a business from concept to sale and can pass this knowledge and experience onto you. Helping business owners turn their stumbling blocks into stepping stones, and achieve their goals using my experience. Planning, goal setting, understanding business finances, cash flow, sales and marketing, getting through recessions, just to name a few areas I can help you

Introducing our dynamic mid-size accounting, tax, and business advisory firm. With a highly experienced team of 5 partners and 19 skilled professionals spread across 3 strategic locations in Reading, Oxford, and London, we're strategically positioned to serve your needs with precision and care in the south of England, but also nationally. At our core, we pride ourselves on forging deep connections with our clients.