Talking Finances

Independent Financial Adviser 2 Sopwith Court, Slough Road, Datchet, Berkshire, Slough, SL3 9AU
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
Financial Planning that leaves you feeling confident. If you're smiling, then we've done our job
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Catherine Street DipPFS
Financial Planner
adviser-person
Christopher Masters FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

2 Sopwith Court, Slough Road, Datchet, Berkshire, Slough, SL3 9AU

Make an enquiry
About us

Talking Finances have a simple goal; we want happy clients who enjoy the process of planning their finances. If you're smiling and leave our meetings feeling confident, then we've done our job.

We have a unique, colourful, fun & professional atmosphere in our Berkshire high street office and some mobile advisers who can visit you at your office or home.

We are dedicated to fun and excellence, which means we do a really good job without overcomplicating things or taking ourselves too seriously. Our lead financial planner is Fellow of the Personal Finance Society, a Chartered Financial Planning and holds the ISO22222 certification.

Our services

Holistic planning from ages 50 onwards. Our clients arrive with lots of questions and leave with a clear plan of what's best for them.

The best way to pay off the mortgage, support the next generation, approach the retirement years, the strategies that will work best for them and making sure all the legacy paperwork is in order.

Pensions, Investments, Wills&Trusts and general Strategic Planning.

Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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