Business Details
Expert Financial Advisers in Reading
Financial Planning Hub has been delivering expert financial advice since 2016, combining over a decade of collective experience from our Chartered Financial Planners. We specialise in creating tailored solutions for pension, investment, and protection needs, serving clients across Reading, Theale, and the wider M4 corridor. Our approach prioritises clarity and practicality, eliminating financial jargon to provide advice aligned with individual circumstances.As part of Openwork Limited, authorised by the Financial Conduct Authority, we offer access to leading investment providers while maintaining a strong focus on community engagement. Our commitment to long-term client relationships ensures ongoing support through every financial milestone, from retirement planning to business protection strategies.
Services
Pension Planning
Business Protection
Investments
Protection Advice
Estate Planning
Retirement Planning
Life Insurance
Income Protection
Critical Illness Cover
Highlights and features
- We offer over a decade of combined experience in financial planning
- Our team holds Chartered Financial Planner status, the industry gold standard
- Personalised plans tailored to individual client circumstances
- Partnership with Openwork Limited provides access to leading investment providers
- Client-focused approach with no financial jargon
Associations and certifications
- Chartered Institute for Securities & Investment
- Financial Conduct Authority
What people say
Clear and without pressure
Deep knowledge
Excellent customer service
Highly recommended
Financial security
Services
Pension Planning
We help clients navigate pension options and retirement strategies. Our service covers personal and workplace pensions, tax-efficient savings, and retirement income planning. With expertise in pension transfers and divorce settlements, we ensure clients maximise their retirement funds while minimising risks.
Business Protection
Our business protection solutions safeguard companies against financial risks. We provide key person insurance, partnership protection, and shareholder agreements to ensure business continuity during unexpected events. This service helps maintain financial stability when critical individuals leave or become incapacitated.
Investments
We offer investment advice covering asset-backed and deposit-based options. Our service includes ISAs, portfolio diversification, and risk assessment to match clients' financial goals. We explain investment vehicles clearly while ensuring clients understand associated risks and tax implications.
Protection Advice
Our protection services cover life, critical illness, and income protection insurance. We help clients secure financial safety nets for themselves and their families. This includes payment protection policies and tailored solutions to cover specific personal or business needs.
Estate Planning
We provide strategic estate planning to manage inheritance tax and asset distribution. Our service includes will creation, trust formation, and tax-efficient gifting strategies. We help clients protect their wealth for future generations while complying with current tax regulations.
People
Simon Stannard
Director and Chartered Financial Planner
Simon Stannard is a Chartered Financial Planner with over a decade of experience. He specialises in retirement planning and investment advice, maintaining a client-focused approach. Simon builds long-term relationships, providing tailored solutions that adapt to clients' evolving needs.
Questions
What financial services do you offer?
We provide pension planning, investment advice, business protection, life insurance, and estate planning services tailored to individual needs.
Are you regulated by financial authorities?
Yes, we're authorised through Openwork Limited, which is regulated by the Financial Conduct Authority under reference 455975.
Do you serve clients outside Reading?
We advise clients across the M4 corridor including Swindon, Bristol, Bath, and surrounding areas, as well as nationwide via remote consultations.
How do you charge for financial advice?
Our fees are transparent and discussed upfront. We offer both hourly rates and fixed-fee structures depending on the service complexity.
What makes you different from other advisers?
Our Chartered status, partnership with Openwork, and commitment to jargon-free advice create a unique combination of expertise and accessibility.
Can you help with retirement income planning?
Yes, we specialise in retirement income strategies including annuities, drawdown options, and tax-efficient pension withdrawals.
