Professional Financial Centre (Thames Valley) Ltd

Independent Financial Adviser Meadow Gate, Woods Farm, Easthampstead Road, Wokingham, Berkshire, RG40 3AE
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th July 2019
A professional, approachable and dependable firm of Chartered Financial Planners where the interests of clients always come first.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Kirsten Dalton APFS
Managing Director, Chartered Financial Planner
Accreditations
Later Life Accredited Adviser Chartered Financial Planner
Jeremy White Chartered Financial Planner
Director And Chartered Financial Planner
Accreditations
Retirement advice standard Chartered Financial Planner
What our clients say
"My late father always valued the professional advice given by Kirsten Dalton at PFC Thames Valley Limited. He used this company for many years and frequently commented on the high quality of the service provided. Even after the death of my father Kirsten and her associates have been excellent at sorting out his residual finances which has helped me enormously. I would not hesitate to recommend them."
J Tudor-Price, Alton
" I cannot speak too highly of the services received. Home visits if required with regular reviews of my needs, with sincere care given in person, by phone or letter"
J Banks, Ascot
"very satisfied with all aspects of the work. Highly recommended. Reliable, good value and friendly"
R Baldery, Maidenhead
Where to find us

Meadow Gate, Woods Farm, Easthampstead Road, Wokingham, Berkshire, RG40 3AE

Make an enquiry
About us

We provide professional, approachable and dependable financial planning to individuals, trusts and businesses. Our approach is informal and welcoming and we pride ourselves on giving our clients what we refer to as "sleepability", the ability to sleep at night knowing that their financial affairs are in safe hands.
We offer a wide range of financial services, and have particular expertise in clients approaching retirement and later life advice including funding for care fees.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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