Threshold Financial Services Ltd

Restricted - Whole of Market  Unit 1-2, The Brookside Centre, Newbury, Berkshire, RG14 1ED
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FCA authorised
Last authorised 20th January 2020
Delivering trusted, easy to follow advice to meet your longer term financial objectives. Free initial meeting.
We can advise you on
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Annuity purchase
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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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Bad credit
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Buy to let
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Buying first home
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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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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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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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
Meet our advisers
Vince Molloy FPFS
Chartered Financial Planner
Matt Halder
Managing Director
About us

Threshold Financial Services Ltd was established in 2004 and delivers high quality financial advice to our clients across the South. We offer home based and evening appointments for added convenience. Threshold is proud to be part of Openwork, one of the largest financial advice networks in the UK who ensure the advice we deliver is both suitable and of a high quality. In addition, we will only recommend financial products that have passed Openwork's demanding due diligence requirements to ensure that your money is placed with financially strong, trusted and regulated provider(s). We have over 50 colleagues at Threshold, including a number of dedicated mortgage brokers and protection advisers.

Our services

We deliver face to face advice on pensions, investments and protection. Our particular specialism is pensions and retirement planning. We offer a free initial consultation to chat through any issues and discuss how we can help.

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

Unit 1-2, The Brookside Centre, Auckland Road, Southampton, Hampshire, SO15 0SD

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