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Free 60 Minute Retirement Financial Planning Consultation

Professional Financial Centre (Thames Valley) Ltd

Retirement Financial Planning Retirement Financial Planning

Business phone 0118 979 7596

Find a business Latest Reviews

Professional Financial Centre (Thames Valley) Ltd

Retirement Financial Planning Retirement Financial Planning

"“ Very pleased with their level of personal service. On the basis that we have been using their services since 2006 speaks for our"

Professional Financial Centre (Thames Valley) Ltd

Retirement Financial Planning Retirement Financial Planning

"“Jeremy inspires confidence “ Mrs E S, Richmond"

Professional Financial Centre (Thames Valley) Ltd

Retirement Financial Planning Retirement Financial Planning

"“ Very pleased with their level of personal service. On the basis that we have been using their services since 2006 speaks for our"

Professional Financial Centre (Thames Valley) Ltd

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For Wokingham Retirement Financial Planning why not give the extremely experienced team at Professional Financial Centre (Thames Valley) Ltd of Wokingham Berkshire a call today.  Professional Financial Centre (Thames Valley) Ltd have many satisfied clients from the following areas – Wokingham, Reading, Woodley, Earley, Lower Earley, Twyford, Charvil, Caversham, Sandhurst, Tilehurst, Yateley, Calcot, Bracknell, Binfield, Barkham,
Maidenhead, Ascot, Henley, Crowthorne, Easthampstead and surrounding areas of
Berkshire. Home visits can also be accommodated. Please take a moment to look
at what some of their clients have to say about their Retirement Financial Planning Services in the review section of this listing.

At PFC (Thames Valley) Ltd – Retirement Financial Planning Specialists of Wokingham, Berkshire their aim is to help you make sense of the pensions, savings and investments that you may have accumulated during your lifetime and offer investment advice and retirement financial planning to enable you to plan for and manage the lifestyle that you aspire to have in your retirement.

Based at their our office in Wokingham,
Berkshire they focus their energy in supporting the over 50’s by providing you with independent financial advice and retirement financial planning solutions so that you can rest assured that your retirement years are free from stress and financial worries. This will enable you to have peace of mind knowing you
have financial security to enjoy your well earned retirement. Jeremy is a Chartered Financial Planner - only around 10% of advisers in the UK have this qualification. Kirsten is also a qualified (but no longer practising) solicitor – dealing with private client work (wills, probate, powers of attorney etc).  Kirsten also holds the Later Life
Accreditation from the Society of Later Life Advisers. There are only around 200 advisers nationwide with this qualification. She is also
a member and Master Practitioner of Symponia, a national organisation for Care
Fees and Later Life Planners

With countless diverse savings and investment options to choose from, it is often confusing to
know where exactly to start and what will be best for you. As experienced Retirement
Financial Planners, PFC (Thames Valley) Ltd of Wokingham are able to offer specialist and professional advice across the following areas:


Pension Planning

Stakeholder pensions

Personal pensions

Self invested personal pensions (SIPPs)

Corporate pensions

Pension transfers

Conventional annuities

Investment-backed annuities 

Income drawdown


Although at PFC (Thames Valley) Ltd Retirement Financial Planning of Wokingham they are equipped to offer advice on just a single area of retirement financial planning, the
real value in what they do comes from the interaction between the different financial planning activities and the development of a long term personal financial plan.  Consequently they encourage their clients to take full advantage of their portfolio of financial planning advice.

Remember that it is never too early to start planning for a better financial future!


PFC (Thames Valley) Ltd Retirement Financial
Planning specialists of Wokingham, Berkshire, hold the Later Life Accreditation from the Society of Later Life Advisers. There are only around 200 advisers nationwide that hold this qualification – so you can rest assured knowing that your Retirement Financial Planning is in safe and experienced hands.

Retirement Financial Planning specialists of
Wokingham  – helping clients as they
approach retirement ( i.e. anything up to 5 years pre-retirement) to make the most effective decisions as to how to manage their financial affairs to maximise their income in retirement. Guiding their clients through the various options available to them from drawdown of their pensions to the different annuities available – speak to the Retirement Financial Planning specialists at PFC (Thames Valley) Ltd of Wokingham today. Just by looking at enhanced annuities where there is any health condition for example, could increase someone’s income for the rest of
their lives by anything up to 40%.

The three key fundamentals to the Retirement
Financial Planning service they offer is that it is “professional, dependable and approachable”. PFC  (Thames Valley) Ltd Retirement Financial Planning of Wokingham  are extremely dedicated to building a long lasting and rewarding relationship with each and every client.

PFC (Thames Valley) Ltd Retirement Financial Planning of Wokingham can be found on the Law Society endorsed SIFA Directory of Professional Advisers. In order for them to
be included in this Directory the company needed to satisfy various qualification criteria which was independently checked and verified.


PFC (Thames Valley) Ltd Retirement Financial Planning Wokingham are also part of the Wokingham and West Berks “Buy with confidence scheme” having been independently
audited and genuine client feedback obtained.

For a truly professional & exceptionally gracious Retirement Financial Planning
Service in Wokingham call the team today at PFC (Thames Valley) Ltd. For your personal Retirement Financial Planning needs in Wokingham, Berkshire and surrounding areas.

  • Retirement financial planning Yateley & Sandhurst
  • Retirement financial planning Wokingham & Crowthorne
  • Free 60 minute consultations Bracknell & Binfield
  • Pensions & investments in Reading
  • PFC (Thames Valley) Ltd Easthampstead, Binfield, Wokingham
  • IFA in Wokingham, Reading, Berkshire

This business is featured in:

Retirement Financial Planning

Contact us

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

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Latest Reviews Latest reviews RSS

Very pleased with their level of personal service

"“ Very pleased with their level of personal service. On the basis that we have been using their services since 2006 speaks for our level of satisfaction. I would, and have, recommended people to use their services”
Mr N W Camberley

"

Francesca Kendall

Francesca Kendall Joined Nov 2011

This member has written 221 reviews

Jeremy inspires confidence

"“Jeremy inspires confidence “
Mrs E S, Richmond"

Francesca Kendall

Francesca Kendall Joined Nov 2011

This member has written 221 reviews

Very pleased with their level of personal service

"“ Very pleased with their level of personal service. On the basis that we have been using their services since 2006 speaks for our level of satisfaction. I would, and have, recommended people to use their services”
Mr N W Camberley

"

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
Retirement Financial Planning

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

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Available on the app store Available on the android store

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