1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Berkshire
  8. breadcrumb-arrow
  9. Wokingham
  10. breadcrumb-arrow
  11. Creative Lifestyle Planning

Creative Lifestyle Planning

Independent Financial Adviser  400 Thames Valley Park Drive, Reading, RG6 1PT
check
FCA authorised
Last authorised 13th September 2021
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.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
Mr Mathew Angell
Financial Lifestyle Planner
About us

We take a fresh approach to financial planning with a true focus on your overall life and wellness.

Aiming to create a focused and adaptable plan for your future.

Taking a cautiously simplistic approach to financial planning helps our clients to understand the complexities of the financial world.

Transparency is key to any relationship and we are happy to disclose our costs and fees on our website <url hidden> and we will have an open conversation at our first meeting so that you have a clear picture of the overall costs and also what will happen next at our discovery meeting.

We have a wealth of expertise across several areas with a particular focus on the following:
*Retirement
*Investments
*Inheritance Tax Planning
*Family Law - working alongside clients going through a divorce.

Our services

We will spend the required time with you to understand and plan for your retirement, this may take three or four meetings as we spend the time with you to be transparent and help plan for all eventualities in retirement so you are confident and able to enjoy this next stage of your life.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

400 Thames Valley Park Drive, Thames Valley Park, Reading, RG40 1BB

Similar advisers near you

Berkshire IFA
Independent Financial Adviser 0.18 mi
Coronavirus 2021 Update - we are open and can conduct Video Meeetings. We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
 
See profile
SM & Associates Limited Chartered Financial Advice
Independent Financial Adviser 0.49 mi
Our experience tells us, that if you feel confident with your finances, you will have the financial freedom to enjoy what is important to you. With this in mind, we offer clear, fair, and impartial advice that you can trust.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 0.62 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
The Private Office
Independent Financial Adviser 0.75 mi
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.
 
See profile