Universe Financial Advice

Independent Financial Adviser  10 Teeton Mill Place, Newbury, RG14 7GN
check
FCA authorised
Last authorised 16th November 2020
We work with busy individual clients and couples/families who are ready to make their finances work for them.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
Meet our advisers
Taylor Beavis
About us

Taylor Beavis MLIBF, DipFA, PETR is an Independent Financial Adviser whose mission is to help professionals individuals, families and entrepreneurs to manage their finances and plan for retirement, simply. An initial ‘Financial Health Check’ with Taylor comes at no charge and could be the best step you make this year towards financial freedom.

As a Regulated Financial Adviser and Pension Specialist, Taylor works alongside other professionals to deliver a streamlined advice process to his clients with the utmost efficiency and skill.

Our services

Specialities Include: Retirement Planning, Investment Advice, Financial Protection, Business Protection and Pension Advice. Serving clients nationally, as well as those local to Berkshire.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Universe Financial Advice Ltd is an appointed representative of Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority No. 153566. Co No. 3927189. Registered office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN.

10 Teeton Mill Place, Newbury, 12-20 Oxford Street, Newbury, RG14 7GN

Similar advisers near you

Restricted - whole of market 0.23 mi
Award winning firm with over 200 years of heritage. We have the technical knowledge and the tools to help you to visualise your financial future. Please enquire for a free consultation.
 
Restricted - whole of market 0.47 mi
Providing experienced financial advice remotely - when it comes to pensions, investments, protection and retirement planning, we aim to give honest and robust advice. We take responsibility over future years to ensure our advice is right for you and your family
 
Independent Financial Adviser 0.47 mi
We are an Independent Financial Advisor & Discretionary Fund Manager, offering Independent Financial Advice, Wealth Management, Later Life Planning & Mortgage Advice.
 
Independent Financial Adviser 0.73 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.