Retirement Planning and Investment Management
Independent Financial Advisers
Where to find us​
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The success of our business has enabled us to move to a wonderful new office in a Grade II listed building in Berkshire, the perfect setting for our clients to visit. We are now based out of Wyvols Court in Swallowfield, near Reading, Berkshire.
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It is a serviced office housing other local businesses with a shared reception area, break out spots and stunning gardens. Our clients find it a welcome option to come and discuss their financial planning needs, in addition to any home or work visits.
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​When arriving by car, we are a straight forward 7 minute drive from the M4 Junction 11 (Central Reading), often appearing on the Sat Nav as Citibase Reading.
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We are excited to welcome you to our new location, where you can enjoy a blend of historical charm and modern amenities. Our new office space not only provides a professional environment but also offers a serene atmosphere with beautiful gardens, perfect for a relaxed and productive meeting.
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We look forward to continuing to serve your financial planning needs in this enhanced setting.
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Our company registered address remains as Grange Cottage, Greensward Lane, Arborfield, Reading, Berkshire, RG2 9JN.



