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.
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