Box Financial Planning

Independent Financial Adviser 60B Wood Lane, Sonning Common, Berkshire, Reading, RG4 9SL
FCA verified
17th June 2019
Being a newer firm, we hope to bring some fresh and 'straight out of the box' ideas to clients!
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Paul Howard DipPFS
Where to find us

60B Wood Lane, Sonning Common, Berkshire, Reading, RG4 9SL

About us

Established in January 2014, Box Financial Planning is a small, personal and friendly firm based in Sonning Common, near Reading. However, as the proprietor has nearly 30 years of Financial Services experience and has experience of both of the normal day to day things like Pensions, Investments, Protection and Mortgages - but also the slightly different things, such as Lifetime Mortgages, Long Term Care and specialist investment products such as structured Capital At Risk (SCARP), Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Film Schemes.

Therefore whatever your needs - we are well placed to help you meet your aspirations and needs.

Our services

The ‘Retail Distribution Review' changed a lot of things and regrettable it seems to have been detrimental to many clients, with costs going up and on-going service being reduced or totally stopped. Those individuals may now feel they have nowhere to turn, to receive the appropriate level of ongoing service they need, at a price that is both fair and affordable. Box Financial Planning will hopefully fill that gap, on a friendly, ethical, cost effective and professional basis. Crucially, we feel that ‘best advice’ can only be provided by being independent – as not all clients are the same.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

The value of units can fall as well as rise, and you may not get back all of your original investment.

Your home may be repossessed if you do not keep up repayments on your Mortgage or Home Purchase Plan.

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