Business Details
25 Years
experience
Expert Financial Planning Services in Reading
Established in 2001, Berkshire Financial Consultancy and Berkshire Mortgage Services have dedicated over two decades to delivering face-to-face financial planning solutions for both individual and corporate clients. Our approach prioritises personalisation, ensuring every recommendation aligns precisely with our clients' unique needs and long-term objectives. We believe in fostering enduring relationships built on transparency, trust, and open communication, which allows us to adapt to evolving circumstances effectively. Our commitment to quality professional service is demonstrated through regular client reviews, ensuring financial strategies remain current and relevant. With a team of qualified financial advisers, we offer expertise across mortgage advice, life insurance, investment planning, pensions, and general insurance.We operate under the UK regulatory regime, maintaining compliance with the Data Protection Act 2018 to safeguard client information. Our fee structure, typically 250 per transaction, reflects our dedication to transparent pricing without hidden costs. While we specialise in tailored financial solutions, we also acknowledge the importance of client education through resources like market data and research links. Our physical presence in Reading provides a localised service, complemented by digital tools such as portfolio monitoring platforms. Through consistent client engagement and a focus on practical outcomes, we aim to simplify complex financial decisions while maintaining the highest standards of professional conduct.
Services
Mortgage Advice
Life Insurance
Investment Planning
Pensions Advice
Protection Services
General 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
- We operate under UK regulatory compliance frameworks
- Our fee structure offers transparent pricing with no hidden costs
Services
Mortgage Advice
We provide comprehensive mortgage advice tailored to individual circumstances. Our qualified advisers help clients navigate property financing options while explaining potential risks including repossession. Our service includes ongoing support throughout the mortgage term.
Investment Planning
Our investment planning service creates diversified portfolios aligned with clients' financial goals. We offer access to monitoring platforms and market research to help clients make informed decisions about their capital growth strategies.
Pensions Advice
We specialise in retirement planning solutions that consider changing circumstances. Our advisers help clients review pension options and develop strategies for long-term financial security during their retirement years.
Life Insurance
We offer life insurance solutions to protect clients' financial commitments. Our protection services include key person insurance and partnership protection to safeguard business interests against unexpected events.
General Insurance
Our general insurance services provide business protection against unforeseen circumstances. We help clients implement safety nets for shareholder protection and business continuity planning.
People
Martin Halls
Practice Principal
With extensive experience in financial services, Martin Halls leads our practice with a commitment to personalised client care. He oversees all advisory services while maintaining direct client relationships.
Richard Meade
Financial Adviser
Richard Meade provides expert financial advice with a focus on long-term planning. His approach combines technical expertise with clear communication to help clients achieve their financial goals.
Ian Wiltshire
Financial Adviser
Ian Wiltshire specialises in creating tailored financial solutions. With years of industry experience, he helps clients navigate complex financial decisions with confidence and clarity.
Jason Davies
Mortgage Adviser
Jason Davies focuses on mortgage solutions, helping clients find appropriate property financing options while explaining associated risks and responsibilities clearly.
Rachel Foxon
Mortgage Adviser
Rachel Foxon provides mortgage advice tailored to individual circumstances. She works closely with clients to understand their property financing needs and objectives.
Questions
What financial services do you offer?
We provide mortgage advice, investment planning, pensions and retirement planning, life insurance, and general insurance services to both individual and corporate clients.
Are your financial advisers qualified?
All our advisers hold DipPFS qualifications, with specialist mortgage advisers providing property financing expertise to the highest professional standards.
How do you charge for your services?
Our standard fee ranges from £250 to £750 per transaction, with most services typically costing £250. We always provide clear pricing before starting any work.
Do you offer ongoing financial support?
Yes, we maintain regular client contact to review financial plans and make adjustments as circumstances change, ensuring your strategy remains current and effective.
