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Financial Planning Local to You

Welcome to Financial Planning Hub. We offer a comprehensive financial planning service for all your pension, investment and protection needs. 

Find us in Theale, Reading, Henley-on-Thames, Newbury and Bracknell.

Contact Us
Pension Planning icon

Pension Planning

Here, we explain why pension planning is so important, and describe some of the options available to you.

Business Protection icon

Business Protection

Business protection is all about insuring for the unexpected. It's a way of protecting your business if something goes wrong.

Investments icon

Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved.

Our Services

Find out more about the services we offer.

Our Services

Useful Links

Check out our financial tools.

Useful Links

About Us

Read about our company and people.

About Us

Welcome to Financial Planning Hub

If you’re seeking assistance from a trusted financial planner, you’ve arrived at the right place. With over a decade’s experience, Financial Planning Hub offers a service you can rely upon. Our down-to-earth approach means it’s also a service free from financial jargon and full of practical advice unique to your situation.

Our Approach

We specialise in providing long-term assistance to our clients. For us, it’s all about seeing you reach your goal and doing all we can to help you along the way.

At our first meeting, we’ll start with a blank page and identify the goals you want to achieve. The purpose of this initial chat will be to get to know your current financial situation, as this will define the steps we take going forward.

Whether you’re looking for pension advice, help with Inheritance Tax, or you want to explore options for saving and investment, by the end of this meeting we’ll both have a clear idea of what you need and how we can help.

What You Receive

You’ll be benefitting from the advice of a Chartered Financial Planner who has the taken time to understand your situation.

We appreciate that for many of our clients, their retirement plans, business protection or divorce settlements have been entrusted to us. With a personalised plan in place, you’ll receive peace of mind that your finances are looked after, both now and in the future.

Main Office

Merlin House,
Brunel Road,
Theale,
Reading
RG7 4AB
Telephone. 0118 3215991
Email. infofinancialplanninghub.co.uk
Financial Planning Hub is registered in England & Wales no. 10040787. Registered Office at The Financial Planning Hub Ltd, Merlin House, Brunel Road, Theale, Reading, RG7 4AB

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
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0118 3215991
info@financialplanninghub.co.uk