Independent financial adviser in Didcot

Our office is at The Barn, Hatch Farm, Mill Lane, Sindlesham, Reading, RG41 5DF in Berkshire – easily accessible from Didcot, approximately 25-30 minutes’ drive. We have parking available. We work with many clients in Didcot and across South Oxfordshire, offering both face-to-face meetings at our office and video consultations.

Yes, retirement planning is one of our specialisms. We help people in Didcot and South Oxfordshire who are approaching retirement or already retired, showing them whether they have enough to retire when they want and creating sustainable income strategies. We use cashflow modelling to project your financial future, giving you the clarity and peace of mind to make decisions with certainty.

We offer a fixed-fee financial plan, with percentage charges for implementation and ongoing management. Our fees are competitive and in line with other Chartered financial planning firms. We’ll always explain our charges clearly and agree them in advance – no hidden costs or surprises. We can make our generic terms of business available on request, and there are occasions where we discount fees depending on individual circumstances.