Financial Advice Made Simple • Reading

Your Financial Future, Simplified Today

FCA Regulated advice tailored to your goals and circumstances

5.0  ·  1 Google reviews
Pension PlanningISA AdviceInheritance TaxLife InsuranceCritical Illness CoverInvestment PortfolioRetirement PlanningFCA RegulatedPension PlanningISA AdviceInheritance TaxLife InsuranceCritical Illness CoverInvestment PortfolioRetirement PlanningFCA Regulated

Our Services

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01

Pension Planning

We help you maximise your pension contributions, understand your options at retirement, and plan for a secure income in your later years.

02

ISA Advice

Our advisers guide you through Cash ISAs, Stocks and Shares ISAs, and Lifetime ISAs to help you save and invest tax-efficiently.

03

Investment Portfolio Management

We build diversified investment portfolios aligned with your risk tolerance and time horizon to help grow your wealth steadily.

04

Retirement Planning

From income projections to lifestyle planning, we create comprehensive retirement strategies that give you confidence for your next chapter.

05

Life Insurance and Critical Illness Cover

We assess your protection needs and arrange suitable cover to safeguard your family's financial security against unexpected events.

06

Inheritance Tax Planning

Our specialists help you understand your IHT position and implement strategies to protect your estate for your beneficiaries.

Reading's Trusted financial advisor

Financial Advice Made Simple is a trusted financial advisory practice serving clients throughout Reading and the surrounding areas. We specialise in making complex financial planning accessible and straightforward, with expertise spanning Pension Planning, ISA Advice, and Inheritance Tax strategies. Our approach focuses on understanding your unique circumstances and building a clear roadmap towards your financial goals.

5.0
Google Rating
1
Reviews
5+
Years in Reading

Our Guarantees

FCA Regulated
5.0 Star Google Rating
Pension Protection Fund Accredited
Independent Financial Adviser

Frequently Asked

Yes. A financial adviser can review your current pension arrangement, check you are making the most of tax relief and employer contributions, and ensure your pension aligns with your overall retirement planning strategy.

Our fees vary depending on the complexity and scope of your planning needs. We offer transparent, upfront pricing so you understand exactly what you are paying for before we begin.

We pride ourselves on making financial planning simple and accessible. We avoid jargon, take time to understand your circumstances, and provide tailored advice based on your individual goals and values.

Ready for Your Appointment?

Our calendar fills quickly during peak seasons — book your initial consultation with us today to secure your preferred appointment time.

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Opening Hours

MondayOpen 24 hours
TuesdayOpen 24 hours
WednesdayOpen 24 hours
ThursdayOpen 24 hours
FridayOpen 24 hours
SaturdayOpen 24 hours
SundayOpen 24 hours