Welcome to Box Financial Planning

Thank you for visiting our Web Site.

Box Financial Planning are Independent Financial Advisers nested inbetween Reading, Henley and Wallingford. Now in our seventh year of providing a friendly, high quality and cost effective advice service, having been formed in January 2014. Although based near Reading, we provide advice throughout the Thames Valley and further affield, in areas of Protection, Investments, Pensions, Mortgages, Equity Release and Long Term Care.

Should any of these areas interest you, please contact us on 0118 332 0022, e-mail us on Info@Box-Financial-Planning.co.uk or complete the 'Contact Us' form, for either a friendly chat or to arrange a no-obligation meeting.

We look forward to speaking to you.



The keystone to most things – is having appropriate insurance in place.

No doubt you will have Car Insurance and Building & Contents Insurance – but is the most important thing – you, covered?

Life Assurance need not be expensive and the other insurances (Critical Illness and Permanent Health Insurance for example) may also be cost effective.


Mortgages and Home Finance

Mortgages and Home Finance can be a very complex area – but they don't have to be.

If you're buying your first home, moving home or just need to review you current options, we are here to help.

Your home may be repossessed if you do not keep up repayments on your mortgage or home finance.


Investments and Savings

ISA, NISA and OEICS may be just a jumble of letters to some people.

We are here to help you through the main twists and turns of life and so our advice takes into account short, medium and longer term objectives – and help explain why NISAs are so nice!

The value of investments can fall as well as rise.


Pensions and Retirement

SHP, PPP, SIPP, Nest, DD, OMO and CPA – and you thought investments had the ownership on acronyms?

With people living longer, advice on helping you build up both an appropriate retirement savings pot and how to use that pot during retirement is even more important nowadays, than it has ever been.

The value of investments can fall as well as rise.

For a free consultation about your financial needs, please enter your name and details below.