Wise decisions.
Bright futures.

Making the right money choices is easy when you aren’t doing it alone. Our friendly, experienced specialists will help you put in place a financial plan that grows with you and your family, so you can look towards the future without a cloud in sight.

Why people choose us

About you

Every client we work with has their own unique story, circumstances, and aspirations for the future. Whatever stage of life you’re at, we’re here to provide the expert financial planning support you need.

Approaching your
retirement

Retirement is one of life’s biggest transitions, and with excitement comes uncertainty about whether you have enough to live the life you want. Discover how we help you retire with clarity, confidence, and complete peace of mind.

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Already in
retirement

You’ve worked hard to reach retirement, and now it’s time to make the most of it without worrying about your finances running out. Find out how we help you enjoy this new chapter securely and sustainably for many years to come.

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Facing changing
circumstances

Divorce or bereavement can turn your financial world upside down at the most difficult times in life. Learn how our compassionate, expert guidance helps you navigate these challenges and find financial security when you need it most.

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Inheritance Tax
planning

Leaving money to your loved ones matters deeply, but navigating Inheritance Tax can feel complicated and overwhelming. See how we help you pass on your wealth tax-efficiently while maintaining the lifestyle you deserve today.

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Thinking about
investing

Taking your first steps into investing, or managing a lump sum you’ve received, can feel daunting without expert support. Here’s how we demystify the investment process and help you make confident decisions about your financial future.

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Seeking new
advisers

Perhaps your previous adviser retired, or maybe you’re simply looking for an alternative approach to financial planning that puts you first. Discover what makes our service different and why our clients choose to stay with us year after year.

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About us

Based in the heart of the Thames Valley, we’ve been helping people successfully navigate their finances for more than 25 years.

Now with directors Jeremy and Rob at the helm, follow the link below to discover more about our heritage and what makes us tick.

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What clients say

When you’re trying to choose which financial planning firm to work with, there’s no substitute for hearing from others pleased with their decision. Here’s what some of our valued clients have to say about us.

Client video

Deborah Jones

My financial future feels significantly more secure now I'm working with Jeremy.

Deborah’s story

Client video

Linden Baxter

It was hugely reassuring to have Mark in my corner when I was going through my divorce.

Linden’s story

Client video

Peter & Suzanne Coleman

Bluesky provides a bespoke plan for whatever your individual needs are.

Peter & Suzanne's story

Client video

Jane Challener

Mark makes the time to listen and understand you as a person and what you want out of your financial future.

Jane’s story

Client video

John & Lesley Summers

Over time we've gained more and more confidence in Mark and his advice. He has our best interests at heart.

John & Lesley's story

Retiring now

Case study

James and Lucy

Newbury

James and Lucy had accumulated a number of pensions and investments throughout their working lives. Whilst they felt ready to retire, they were unsure whether they had enough and were keen to establish what they could expect in terms of income.

Planning to retire

Case study

Derek and Sue

Theale

Derek and Sue were in their late 50s and were hoping to retire sooner rather than later. They had dreams of travelling extensively, but understood that they had to get a plan in place to securely and successfully manage their income in retirement.

Inheritance

Case study

Richard and Carol

Woodley

Richard and Carol were in their 50s when they received the unexpected news that an uncle had left them a significant inheritance. They were looking for a financial planner that they could trust to create a strategic financial plan that would help them put the inheritance to purposeful use.

Business

Case study

John and Robert

Maidenhead

John and Robert ran a father-and-son business that John had started 30 years ago. After years of success, an American company had made an offer to buy the business that was too good to refuse; they needed guidance to ensure they were making the right decisions.

Investing

Case study

Mike and Linda

Newbury

Mike and Linda were diligent savers, spending a lot of time “chasing rates” to get the most out of their savings. They were looking for reassurance that their money wouldn’t run out and that there would be enough left over for their loved ones to enjoy.

Divorce

Case study

Helen

Reading

Helen and her husband were in the process of divorcing. They came to us for help in dividing their finances, and Helen also wanted to stop working. We established how the pension fund she received during the divorce could help her fund her desired retirement lifestyle.

Bereavement

Case study

Karen

Reading

Karen’s husband Dave passed away suddenly when the couple were in their mid-40s. With no experience whatsoever of managing their finances and no desire to do so on her own, Karen sought out the help of our expert team to secure lasting financial stability for her family.

1000%

of clients believe that working with us has helped or will help them achieve their financial goals.

1000%

of clients would recommend us to their friends, family, or colleagues.

920%

of clients were very satisfied that we understood their needs, goals, and objectives.

We’re Top Rated

VouchedFor is the UK’s leading independent review site for financial advisers and planners, solicitors, and the professional services field. It’s a source of great pride to us that we have advisers named Top Rated by the site, based on glowing feedback from our clients.