Macbeth Financial Services Ltd

Independent Financial Adviser  Three Waterside Drive, Reading, Berkshire, RG7 4SW
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FCA authorised
Last authorised 10th May 2021
Advising on investments, retirement planning, employee benefits, financial protection of families and businesses, mortgages, equity release and Inheritance Tax planning
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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Pensions transfer
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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 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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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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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Estate planning
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Corporate pension
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Employee benefits
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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
Meet our advisers
MR Simon Claxton Mr
Managing Director
About us

Macbeth began as a small, client focused company, and nothing much has changed. We create opportunities and try to be as responsive and as flexible as we can – to our clients and to our partners in the market. We want to do what we do better than anyone else.

Our services

We like to think we are ahead of the game. We provide fee based advice (NOT based on % of funds but on a fairer hourly rates basis) for investment & retirement planning. We also advise on employee benefits, the financial protection of your family or your business as well as financing your residential property purchase. We source products and funds from the whole of the market and build long-lasting relationships with our clients, helping them set, review and achieve their short, medium or long-term financial goals.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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

Three Waterside Drive, Arlington Business Park, Theale, Reading, Berkshire, RG7 4SW

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