Find a Financial Advisor in Thatcham

In a World where life can prove challenging enough, let me provide you with the SIMPLE approach to Financial Planning. I ensure that my clients receive the highest level of professional care and service at every stage of the working relationship. We recognise the need to avoid jargon and keep the advice SIMPLE, clear and concise without any obligation to follow our advice. Our Regional Office is based in Newbury, but we cover Basingstoke, Reading, Oxford, Guildford, Swindon, Slough and all surrounding areas. All meetings can be face-to-face, by digital media or telephone - which ever is your preference. With over 25 years experience, living in five Countries and assisting clients globally, our focus now is very much on the UK. The initial meeting would be a fact finding exercise; finding out more about you, your current situation, your plans for the future, dreams aspirations and concerns. We can look at what you currently have, what your targets are and whether there is any shortfall in your plans. Together we can then design the perfect financial plan to meet your individual situation. You would have unlimited access to us by phone, email, digital media and face-to-face. In addition we offer an on-line portal to monitor your plans. Annually we would review your situation and plans and ensure they are still on track. Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions. Every piece of financial advice we give at St. James's Place has one simple goal – your personal goal. I share your values and plans, tailor my advice to fit them, and help you use your money to create the best future for yourself, and your family. We can help you with matters surrounding savings, investments, estate planning, retirement planning including accumulation and withdrawing from pensions. Throughout our lives we can have many different jobs and move around frequently. Sometimes we can forget about previous pensions that we have contributed to or had set up with companies we’ve worked with. Most people during their lives, work for 9+ Companies*. Have you paid into a scheme and lost track of this? And best of all, we provide you with advice both pre and post retirement so there is always someone available to offer you the advice you need. We aim to deliver on our commitment to you by: • Providing personal, face-to-face financial advice from an experienced Partner • Giving you the opportunity to review your financial affairs regularly • Helping you manage your investments effectively • Ensuring that our correspondence and literature is clear and easy to understand • Listening to your feedback • Ensuring that our dealings with you are sensitive to your needs. We want your experience to be positive in every sense and for all of your dealings with us to meet with your complete satisfaction. *According to The Association of British Insurers Simple Wealth Solutions is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 18/04/2023 To book an introduction meeting, copy and paste into your web browser; https://calendly.com/simplews/experiment1et