Box Financial Planning

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.

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.

Your home may be repossessed if you do not keep up repayments on your mortgage.