Business Details
25 Years
experience
Your Trusted Financial Advisers in Reading
Established in 2001, Berkshire Financial Consultancy and Berkshire Mortgage Services have dedicated two decades to delivering face-to-face financial planning solutions for individual and corporate clients. Our approach prioritises tailored advice, ensuring every recommendation aligns precisely with clients' unique needs and long-term objectives. By fostering enduring relationships built on transparency and trust, we focus on maintaining open communication channels to adapt strategies as circumstances evolve. Our commitment to professional excellence is demonstrated through ongoing client reviews, ensuring financial plans remain current in dynamic economic environments.With a team of qualified financial advisers, we specialise in mortgage advice, life insurance, investment strategies, and retirement planning, adhering to rigorous regulatory standards under the Financial Conduct Authority's oversight. Our Reading-based practice combines local expertise with comprehensive market knowledge to deliver sustainable financial solutions.
Services
Mortgage Planning
Life Insurance
Investment Advice
Pension Planning
Retirement Strategies
General Insurance
Corporate Financial Planning
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of experience in financial planning and mortgage advice
- Our team includes qualified advisers with DipPFS and specialist mortgage credentials
- We provide ongoing portfolio reviews to maintain financial plan relevance
- Face-to-face consultations ensure deeper understanding of client requirements
- Established local practice with Reading-based office since 2001
Services
Mortgage Advice
Our mortgage specialists provide comprehensive advice on residential and buy-to-let mortgages. We assess your financial situation to recommend suitable products with competitive rates. Our service includes application assistance and ongoing mortgage management.
Pension Planning
We offer tailored pension strategies to maximise retirement savings. Our advisers help establish personal pensions, SIPPs, and workplace schemes while optimising tax efficiency. Regular reviews ensure your retirement plans stay on track.
Investment Advice
Our investment specialists create diversified portfolios aligned with your risk tolerance and financial goals. We provide ongoing portfolio monitoring and rebalancing services using M&G Wrap and Scottish Widows platforms for transparent reporting.
Life Insurance
We offer term life, critical illness, and income protection policies. Our advisers assess your family's needs to recommend appropriate coverage levels. We also provide business protection solutions for key personnel and partnerships.
General Insurance
Our insurance services include home, car, and commercial property coverage. We work with multiple providers to find competitive policies that match your protection requirements while ensuring clear policy terms.
People
Martin Halls
Practice Principal
DipPFS-qualified principal adviser with 20+ years' experience in financial planning. Specialises in mortgage solutions and retirement strategies for individual and corporate clients.
Richard Meade
Financial Adviser
Experienced DipPFS adviser focusing on investment portfolios and pension planning. Provides tailored wealth management solutions to high-net-worth individuals and small businesses.
Ian Wiltshire
Financial Adviser
Specialist in life insurance and protection products. Helps clients safeguard their families' financial futures through comprehensive risk management strategies.
Jason Davies
Mortgage Adviser
Mortgage specialist with expertise in residential and buy-to-let financing. Assists first-time buyers and property investors in securing optimal lending arrangements.
Ashley Halls
Financial Adviser
DipPFS-qualified adviser offering comprehensive financial planning services. Focuses on integrated wealth management solutions combining mortgages, investments, and retirement planning.
Questions
What financial services do you offer?
We provide mortgage advice, life insurance, investment management, pension planning, and general insurance solutions for individuals and businesses.
Are your financial advisers qualified?
Yes, our team includes DipPFS-qualified advisers and specialist mortgage professionals with FCA-regulated expertise.
How do you tailor financial advice?
We conduct detailed consultations to understand your specific circumstances, goals, and risk profile before recommending customised solutions.
What fees apply to mortgage advice?
Our standard fee ranges from £250 to £750, depending on the complexity of your mortgage requirements.
How often do you review financial plans?
We recommend regular reviews to ensure your financial strategy remains aligned with changing personal circumstances and market conditions.
Are you regulated by the FCA?
Yes, our financial services operate under the regulatory oversight of the Financial Conduct Authority.
