Talking Finances

Independent Financial Adviser  2 Sopwith Court, Datchet, Berkshire, SL3 9AU
First meeting at adviser's own cost
Financial Planning that leaves you feeling confident. If you're smiling, then we've done our job
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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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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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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Critical illness
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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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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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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
Response rating
9.8/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Christopher Masters FPFS
Chartered Financial Planner
Catherine Street DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • mouse
    Online (Live chat, video, email)
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    Face to face
Response rating
9.8/10
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FCA authorised
Last authorised 17th February 2020

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