Box Financial Planning

Independent Financial Adviser  60B Wood Lane, Sonning common, Oxfordshire, RG4 9SL
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FCA authorised
Last authorised 28th September 2020
Being a newer firm, we hope to bring some fresh and 'straight out of the box' ideas to clients!
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Meet our advisers
Paul Howard DipPFS
Proprietor
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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