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Masterplan Financial Services
- Financial Advisor
- 223 New Ln Hill, Reading RG30 4JU, UK Reading, England RG30 4JU
Referral from
May 24, 2017
Jane G.:
Looking for recommendations for a mortgage adviser that you've used please........
Kayleigh C.:
Dean Tanner of Masterplan Financial Services 0118 945 1600 Dead Simple Accounting
Referral from
May 08, 2017
Caroline C.:
Could I have recommendations for local accountants please. Thank you.
Helen N.:
James Clayton at Dead Simple Accounting www.deadsimpleaccounting.co.uk Village Financial Services
Referral from
Dec 29, 2014
Newbury B.:
Please can you ask where I can get free mortgage advice from a financial advisor in Newbury? Thanks
Sara J.:
http://www.villagefs.co.uk they do home visits, ask for Craig. They do charge a small fee for paperwork (roughly £60) but are excellent Frequently Mentioned on Social Media
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Referral from December 12, 2016
Jacquie F. asked:
We are considering full retirement in the new year, can anyone recommend a Financial Advisor, we have a few names but prefer personal recommendations, thanks
Joy M. replied:
Hi Jacqui, I would like to recommend my financial advisor that has been advising me for many years. He has got me a number of mortgages. I have recently retired and have a number of company pensions of various sizes as well as some shares and he is steering me in the best direction for me with my personal circumstances. He isn't based in Reading but does come to me. He is truly awesome: Peter Cuthbertson, 01491 821040, peter.cuthbertson@sjpp.co.uk. Happy to give you more information if you care to PM me. Best of luck and have a great retirement
Claire A. replied:
Cannot recommend Malcolm Everest enough, he's helped myself, my family and friends for years. A really lovely man who excellent at his job. He comes to you in your home which is already handy:) http://fairwayfp.co.uk
Vikram K. replied:
Tony Welsh IFA
Sarah B. replied:
Earley Financial Services John Gregory.
Fhiona N. replied:
Paula Bicknell
Kimberley D. replied:
Scott Jennings@07738120809 scottjenningsuk@yahoo.co.uk
Referral from December 21, 2017
Kevin D. asked:
I am looking for an Independant Financial Advisor who lives locally. Any recommendations would be greatly appreciated as my previous IFA has retired!!
Jane S. replied:
Tony Welsh is excellent, just based in Wokingham.
Andrew B. replied:
Tim Embleton of Time Financial Planning based in Wokingham is excellent
Helen C. replied:
Tony Welsh
Rachel C. replied:
Can highly recommend Paul Harrington based in Arborfield www.harriclanfinancialservices.co.uk
Miranda A. replied:
I’ve used Luke Howroyd From Fairway Financial Planning. He’s based in Calcot. Mobile: 07780606267 or Luke@fairwayfp.co.uk
Chris H. replied:
Paula Bicknell is your lady on 07795902534
Lynn G. replied:
Tony Welsh
Referral from June 25, 2017
Tina H. asked:
Looking for a local Independent Financial Advisor for my son. Must be a personal recommendation please not just someone you have heard of. Thank you
Emma F. replied:
http://www.aas-accountants.co.uk/ This is my friends company, very reliable and honest
Claire F. replied:
Paula Bicknell
Muneesa S. replied:
Amir Notgiven
Caz B. replied:
Coast brothers, Nick
Lynne L. replied:
Jonathan Hall st James place, he's based in wokingham. Not only sorts outs investments. Highly recommended.
Andrea H. replied:
Simon Stannard
Alison S. replied:
Kirsten Dalton
Jenny M. replied:
Hi both my husband and I use: James Gosling F.C.C.A. Director Vernon Associates, 10 Beech Court, Wokingham Road, Hurst, RG10 0RQ T: 0118 934 0626 W: http://www.vernonassociates.co.uk
Sarah B. replied:
Earley financial services. John Gregory.
Referral from December 29, 2014
Newbury B. asked:
Please can you ask where I can get free mortgage advice from a financial advisor in Newbury? Thanks
Denise J. replied:
matthewrickett@pennymatters.co.uk
Rachel C. replied:
Shirley Hughes Financial services
Lorna S. replied:
www.advicenetwork.uk.com
Sara J. replied:
http://www.villagefs.co.uk they do home visits, ask for Craig. They do charge a small fee for paperwork (roughly £60) but are excellent
Referral from August 2, 2014
Gillian G. asked:
Can someone recommend a good personal financial advisor. Someone who knows mortgages too, based in Reading.
Claire S. replied:
Master plan in Tilehurst 9451600 excellent company
Mary M. replied:
I work for Chris Gallimore st. James's place so maybe biased but all our clients come via referrals which I think is always the best reflection of good service. Tel 01189778591 if you want to talk to him about your need
Sally A. replied:
Mfw associates Samuel Warren they are in a Mortimer
David K. replied:
Mark Penston at bluesky ifas
Wendy P. replied:
Jon Green@Masterplan
Referral from August 17, 2017
Sharon D. asked:
Any recommendations for financial advisors please?
Robert B. replied:
http://www.timefinancialplanning.co.uk/ i use Tim.
Sarah B. replied:
John Gregory, Earley Financial services.
Referral from August 2, 2014
Gillian G. asked:
Can anyone recommend a good personal financial advisor? Someone who knows about mortgages too. Based in Reading area.
Tony D. replied:
Which? advertise "Expert mortgage advice you can trust" They say you can "book a free consultation with a fully qualified Which? Mortgage Adviser, call us on 0800 197 8448 Monday to Thursday 9 am-6 pm and Friday 9 am to 5 pm." You can probably find a copy of Which? in your local library and read the small print.
Referral from October 4, 2014
Matt C. asked:
Can anyone recommend a good (reliable, trustworthy etc) financial advisor/mortgage broker? Ideally in Reading area.
Richard P. replied:
Yes, Michael Keefe based in Winchester but he will come to you. 07850 669516. Mention my name if you contact him.
Referral from March 25, 2016
Julie C. asked:
Can anybody recommend a good financial advisor locally? We need some mortgage advice for first time buyers.
Thanks.
Referral from February 28, 2014
Simon W. asked:
Can anyone recommend a independent financial advisor?.
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