Find an Independent Financial Adviser

We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.

Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.

We strive towards enriching our clients’ lives through prudent and conscientious management of their financial affairs enveloped in total care and respect.

I offer a free no obligation initial meeting to establish what my clients need and exactly how I can help. I believe an advisers job is to protect and improve by understanding client needs and providing products and services best suited to meet them.

Helping you to attain and keep the life you want to live, without fear of ever running out of money.

The global markets are changing and so are the way we do things, that's why we are here to help you make the most out of your finances

Life, Plan, Advice. We help understand clients ambitions, aspirations, fears and objectives to help achieve the retirement they have visualised. Focussing on the life that you can have and achieve, helping you make the right decisions with your assets.

At R&G Financial Services we provide advice either in our office or in your own home.

Helping you obtain financial freedom so money is never a worry! Life is not a dress rehearsal

Taking a human approach. Creating, managing and protecting your wealth the intelligent way

Based in Reading • Highly qualified - Chartered and Fellow of the Chartered Insurance Institute (CII) • Highly experienced - Working in Financial services & Wealth Management since 2006 • Independent - Advising on whole of market opportunities

A family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investment and Pensions.

We are passionate about delivering to your needs and guarantee value for money.

Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.

Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

We pride ourselves on being honest, impartial and easy to talk to.

In our experience people don’t know who to turn to when it comes to finances. We can help.

Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.

Simple, concise and jargon free independent financial advice delivered professionally and courteously.

If you find personal finances difficult to understand or just don't have the time I'd love to help you. There are no pin-striped suits here, and nobody's called Tarquin. We don't like stuffy financial advisers either! I will explain everything in plain English, which means that you can make the right decisions about your finances and your future. I have been listed in the "Sunday Times Top Rated IFA" list for two-years' running. So, you can be assured that you will be looked after. If you are worried about your investment as a result of the recent down-turn and would like a free review of that investment, let me have a look at it for you. I can do a video meeting so you don't need to come into the office.