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Professional Financial Centre (Thames Valley) Ltd

Independent Financial Advisers Independent Financial Advisers

Business phone 0118 979 7596

Find a business Latest Reviews

Professional Financial Centre (Thames Valley) Ltd

Independent Financial Advisers Independent Financial Advisers

"Very satisfied with all aspects of the work. Highly recommended. Reliable, good value and friendly” Mr R B Maidenhead "

Professional Financial Centre (Thames Valley) Ltd

Independent Financial Advisers Independent Financial Advisers

"My late father always valued the professional advice given by Kirsten Dalton at the PFC Thames Valley Limited. He used this compan"

Professional Financial Centre (Thames Valley) Ltd

Independent Financial Advisers Independent Financial Advisers

"My late father always valued the professional advice given by Kirsten Dalton at the PFC Thames Valley Limited. He used this compan"

Professional Financial Centre (Thames Valley) Ltd

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For Wokingham Independent Financial Advisers (IFA) give the extremely experienced and professionally qualified team at Professional Financial Centre (Thames Valley) Ltd of Wokingham Berkshire a call today.  Professional Financial Centre (Thames Valley) Ltd  Wokingham have been serving the
financial needs of numerous satisfied clients for many years. Clients come from a variety of backgrounds (corporate and private) and have a mixture of requirements (pensions, investments, retirement planning, re-mortgaging and savings for example) with regards to their individual financial needs. From their conveniently located offices based in Peach Street Wokingham, clients are served from the following areas – Wokingham, Winnersh, Reading, Woodley, Earley, Lower Earley, Twyford, Charvil, Caversham, Sandhurst, Tilehurst, Yateley, Calcot, Bracknell, Binfield, Barkham, Maidenhead, Ascot, Windsor, Sunningdale, Henley, Sunninghill, Slough, Crowthorne,
Easthampstead and surrounding areas of Berkshire to get expert Independent Financial Advice. Please take a moment to look at what some of their clients have to say about their Independent Financial Advice Services in the review section of this listing.

Professional Financial Centre (Thames Valley)
Ltd is an established firm of Independent Financial Advisers based in Wokingham,
Berkshire. Offering independent financial advice to both corporate and personal clients. Due to the nature that they are an IFA means that they are able to advise their clients without any bias to a particular product provider meaning you truly do get independent financial advice. It is important to understand
that the relationships an Independent Financial Adviser (IFA’s) builds with their clients is based on establishing the long term goals and aspirations of the client so that the correct product/products are identified to meet their very unique set of goals and financial circumstances.

The escalating diversity of financial products available on the market today can be overwhelming and at times due to this confusion you could find yourself not doing anything with your money or in fact placing your money in places that is not working for you. As independent financial advisers they are fully qualified and trained to give you the best advice and to help you with your financial plan for the future. As Independent Financial
Advisers, PFC (Thames Valley) Ltd of Wokingham have access to a countless range
of financial products and services that are available from organisations all over the UK. If you seek financial advice from an agent or company that is not independent, they may only be able to advise you on and offer you products from that company alone that they represent, therefore you only have a very small piece of the picture and the product many not meet all the requirements you
need to fulfill.

As Independent Financial Advisers in Wokingham PFC (Thames Valley) Ltd are able
to give you impartial financial advice and can recommend the most appropriate products for you, so that you will enjoy choice, value for money and their high-quality service.Below are some of the things that they are able to offer you advice on:


Pensions, Stakeholder Pensions, Group Pensions, SIIP’s and Personal Pensions


Investments such as, Investment Bonds, ISA’s, offshore plans, Unit Trusts/OEIC’s and structured products

Critical Illness cover in the eventuality that you are unable to work, Income protection, Life assurance and long term care protection

Specialist advice regarding inheritance tax planning etc

Mortgage advice regarding equity release, commercial mortgages, re-mortgages, first time buyer mortgages, buy to let mortgages.

Retirement advice such as pensions, pension draw-downs and lifetime annuities

The staff at PFC (Thames Valley) Ltd – Independent Financial Advisers of Wokingham are highly qualified and experienced. Jeremy is a fully qualified Chartered Financial Planner – there are only around 10% of financial advisers in the country that hold this qualification. Kirsten is a fully qualified solicitor who spent years dealing with wills, probate and powers of attorney, however even though she is no longer a practicing solicitor this has helped her gain the Later Life Accreditation from the
Society of Later Life Advisers. There are only around 200 advisers nationwide that hold this qualification. Kirsten is also a member and Master Practitioner of Symponia, which is a national organisation for Care Fees and Later Life Planners. So as you can see the team
are exceptionally qualified and experienced in dealing with your financial solutions. It is never too early to start planning for a more secure financial future!

The three key fundamentals to the service they
offer are that it is “professional, dependable and approachable”. As truly Independent Financial Advisers of Wokingham they are devoted to building and maintaining a long lasting and gratifying connection with each and every one of their customers.

Independent Financial Advisers – PFC of Wokingham can be found on the Law Society endorsed SIFA Directory of Professional Advisers, and also the Buy with Confidence Scheme of Wokingham & West Berks. Both
inclusions required PCF Independent Financial Advisers of Wokingham to be independently verified, independently audited, qualification criteria met and genuine client feedback obtained.


For a professional, reliable, unbiased & experienced Independent Financial Adviser
service in Wokingham call the team today at PFC (Thames Valley) Ltd. For all your personal and corporate Independent Financial Advice requirements in Wokingham, Berkshire and the surrounding areas.

  • Independent financial advice
  • Experienced team of IFA’s
  • Free 60 minute consultations Bracknell & Binfield
  • Pensions, savings & investments in Reading
  • PFC (Thames Valley) Ltd – Independent financial advisers Wokingham
  • IFA in Wokingham, Reading, Berkshire

This business is featured in:

Independent Financial Advisers

Contact us

Professional Financial Centre (Thames Valley) Ltd,
55 Peach Street,
Wokingham,
Reading,
RG40 1XP

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Latest Reviews Latest reviews RSS

Reliable, good value and friendly

"Very satisfied with all aspects of the work. Highly recommended. Reliable, good value and friendly”
Mr R B Maidenhead

"

Francesca Kendall

Francesca Kendall Joined Nov 2011

This member has written 221 reviews

High quality service provided

"My late father always valued the professional advice given by Kirsten Dalton at the PFC Thames Valley Limited. He used this company for some 13 years and frequently commented on the high quality of the service provided. Even after the death of my father Kirsten and her associates have been excellent at sorting out his residual finances which has helped me enormously. I would not hesitate to recommend them."
Mrs J T-P Alton

"

Francesca Kendall

Francesca Kendall Joined Nov 2011

This member has written 221 reviews

High quality service provided

"My late father always valued the professional advice given by Kirsten Dalton at the PFC Thames Valley Limited. He used this company for some 13 years and frequently commented on the high quality of the service provided. Even after the death of my father Kirsten and her associates have been excellent at sorting out his residual finances which has helped me enormously. I would not hesitate to recommend them."
Mrs J T-P Alton

"

Francesca Kendall

Francesca Kendall Joined Nov 2011

This member has written 221 reviews

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Professional Financial Centre (Thames Valley) Ltd
55 Peach Street,
Wokingham,
Reading,
RG40 1XP

Tel: 0118 979 7596
Independent Financial Advisers

We have included a Special Offer Voucher for anyone who finds us on CityLocal.

You can print the voucher out and bring it along when you next come to see us or simply mention the Offer Code if we have included one at the bottom of the voucher or if you visit in person just show the voucher on your mobile device - be it a smartphone or tablet.

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For full terms and conditions regarding this offer, please contact Professional Financial Centre (Thames Valley) Ltd.

Available on the app store Available on the android store

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