Paving the way for your dream outdoor space
Thank you for visiting our website. Based in the picturesque region surrounding Reading, Henley and Wallingford, Box Financial Planning is an Independent Financial Advisory firm established in 2014. With a commitment to offering friendly, high-quality, and cost-effective advice, we have been serving clients throughout the Thames Valley and beyond for over seven years. Our expertise spans across Protection, Investments, Pensions, Mortgages, Equity Release, and Long Term Care, enabling us to provide comprehensive financial services to a diverse clientele.
If any of these areas pique your interest, don't hesitate to contact us on 0118 332 0022, email us at Info@Box-Financial-Planning.co.uk, or complete the 'Contact Us' form. We would be delighted to engage in a friendly chat or arrange a no-obligation meeting to discuss your financial needs.
Insurance: The Foundation of Financial Security
While it's commonplace to have Car and Building & Contents Insurance, many neglect the most crucial aspect-insuring themselves. Life Assurance can be surprisingly affordable and complementary insurances like Critical Illness and Permanent Health Insurance are also cost effective. At Box Financial Planning, we understand the importance of insurance and can guide you through the often complex world of securing appropriate coverage.
Mortgages and Home Finance: Navigating Complexity
Navigating the intricacies of mortgages and home finance can be daunting. But it doesn't have to be. Whether you're buying your first home, moving, or simply reviewing your current options, we're here to help. We aim to simplify this complex area and ensure you make informed decisions regarding your home finances.
Please remember that failure to keep up repayments on a mortgage or home finance plan may result in property repossession.
Investments and Savings: Making Sense of Acronyms
ISA, NISA, and OEICs may seem like a jumble of letters to some, but they represent crucial components of well-rounded financial planning. At Box Financial Planning, we aim to guide you through the major twists and turns of life. Our advice considers your short, medium, and long-term objectives and helps clarify the benefits of NISAs and other investment vehicles.
It's important to note that the value of investments can fluctuate, and it's possible to incur a loss.
Pensions and Retirement: Planning for the Long Term
With people living longer, it's more vital than ever to plan for both a comfortable retirement savings pot and how to effectively utilise it during retirement. At Box Financial Planning, we understand the complexities of retirement planning, from understanding acronyms like SHP, PPP, SIPP, Nest, DD, OMO, and CPA to making sound financial decisions. Our goal is to simplify these complexities and provide reliable guidance for your retirement planning.
As with any investment, the value can fluctuate, and there's a risk of loss.
About Us: A Personalised, Cost-Effective Service
Box Financial Planning was founded by Paul Howard in 2014, driven by the desire to create an Independent Financial Advice firm that offers a personalised, cost-effective service to clients who might otherwise be overlooked by larger financial services firms. With nearly 30 years of relevant experience, we provide comprehensive advice on Investments, Protection, Mortgages, and Pensions.
Exceptional Service
The reviewers rave about Paul Howard, their Mortgage Broker, who provided an outstanding experience. They highlight his excellent communication skills, ensuring everything was clear and concise, making the process easy to understand and quick to complete. The reviewer appreciates Paul's responsiveness, which alleviated the stress of obtaining a mortgage.
Mortgage Application
The reviewer's mortgage application was a seamless process, thanks to Paul's expertise. He explained everything clearly, and the whole process was completed promptly. The reviewer's experience was overwhelmingly positive, and they would definitely recommend Paul's services and use him again.
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