News Category

New Staff Member

I am delighted to announce that Katarina Vuckovic Kihlstrom has joined Box Financial Planning as an administrator.

Katarina joins us with a wealth of experience and I am sure she will settle in well.


30 Years in the Financial Services Industry

We are delighted to announce that on the 7th May 2020, Paul Howard will have been in the Financial Services Industry for 30 years.

Equity Release and Later Life Planning Seminar

Due to the ongoing COVID-19 Govenemt Social Distancing 'Lockdown', the planned free Equity Release and Later Life Planning Seminar on Thursday 14th May at Sonning Common Village, is unfortunately, but not surprisingly is being postponed to a later date.

Corona Virus Pandemic

Due to the Corona Virus (Covid-19) outbreak, our Office in Sonning Common will be closed to the General Public and we are now unable to visit you at your home or place of work, due to the Government Legislation on Social Distancing. Therefore should you require advice while the Government 'Lockdown' is in force, this can be provided over the telephone or via a Video call.

World Markets

With the current very high levels of volatility and downward movement in all world markets, perhap its time you reviewed your portfolio?

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