Spend Time Financial Planning

Independent Financial Adviser  Spend Time Financial Planning, Wokingham, Berkshire, RG41 2RX
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FCA authorised
Last authorised 25th May 2020
We enable families we work with to live their best life possible by making great decisions with their money.
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 review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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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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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
Nick Hutchings FPFS
Chartered Financial Planner
Michael Roberts FPFS
Chartered Financial Planner
About us

• How much money do you need for the rest of your life without the fear of ever running out?

That is the question many of our clients would like us to help them answer!

Over the years, we have developed a specialism in building financial plans with the following types of people:

• People who are planning for retirement. We aim to help you plan for your desired retirement lifestyle and help you maximise your current provision.

• People who are retiring now. We to aim help you gain clarity on your financial position and live the lifestyle you want throughout retirement.

• People who are already retired. We aim to help you fulfil your retirement aspirations, ensure your finances are sustainable and enable you to leave a financial legacy for your family.

Nick and Michael are both Chartered Financial Planners and Fellows of the Personal Finance Society (FPFS).

We are a firm of Independent Financial Planners working with people across Berkshire and the home counties.

Spend Time was founded by financial professionals with a common vision: to provide a truly integrated financial planning service, working to the highest professional standards, to deliver the best possible.

Our services

• We believe that in order to provide advice on financial products we need to know what outcome you are looking for.

• We are independent. Our independent status means we can recommend products and providers from the entire market. This gives our clients access to the widest possible range of financial solutions.

• We are experts. We have achieved the highest levels of qualification as Fellows (FPFS) of the Chartered Insurance Institute (CII)

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Spend Time Financial Planning, Innovation House, Molly Millars Close, Wokingham, Berkshire, RG41 2RX

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