Financial Planning Hub
24 Reviews
- Friday8.30 am–5.00 pm
- SaturdayClosed
- SundayClosed
- Monday8.30 am–5.00 pm
- Tuesday8.30 am–5.00 pm
- Wednesday8.30 am–5.00 pm
- Thursday8.30 am–5.00 pm
About the Business
Financial Adviser covering Reading, Henley, Wokingham and surrounding areas | Financial Advisers covering Reading, Wokingham, Henley and surrounding areas to help individuals, families and business owners with planning for pensions and retirement, tax , IHT and insurance.
Contacts
Call Us
+441183215991
Merlin House, Brunel Rd, Theale, Reading RG7 4AB
Hours
- Friday8.30 am–5.00 pm
- SaturdayClosed
- SundayClosed
- Monday8.30 am–5.00 pm
- Tuesday8.30 am–5.00 pm
- Wednesday8.30 am–5.00 pm
- Thursday8.30 am–5.00 pm
Features
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- LGBTQ+ friendly
- Transgender safe space
- Wheelchair-accessible car park
- Appointment required
- Toilets
- On-site services
- Online appointments
Recommended Reviews
Veronica Ramsay
25.02.2024
Financial Planning Hub
Simon Stannard was of great help to me. He has a friendly, down-to-earth manner and his approach to understanding my situation and my attitude to investment risk instilled trust and confidence from the outset. He is extremely knowledgeable and a true professional, coming up with options and products that were best suited to my needs, and taking the time to explain everything (including benefits, risks and suitability) in a straightforward, jargon-free way. Simon made it easy for me to make informed decisions on the way forward, and took a weight off my mind. I am delighted with the outcome! I highly recommend him.
Robert Watkins
19.02.2024
Financial Planning Hub
Simon is a consummate professional. He is thorough with a high attention focus and deep attention to detail. He's an active and attentive listener which really helps the information transfer. He knows his market and his product set. He goes to great lengths patiently explaining the potential risks and benefits of given scenarios. At first, I had minor issues with the Online Portal but those are IT related and not a reflection on Simon's abilities or skill. Annoying though. I can't say I've had a lot of experience with Financial Planners, but suffice it to say - as my prospects change, I will be calling upon Simon's services again.
Mark Grossman
12.02.2024
Financial Planning Hub
Simon Stannard provided exceptional advice, taking time to understand my needs and future financial ambitions. What I really liked about Simon’s approach was how he took into consideration my lifestyle choices so that his advice was really personal to me and my situation. I wouldn’t hesitate in recommending Simon to others.
James Alcorn
07.02.2024
Financial Planning Hub
My wife and I have been clients of Simon for a couple of years now and we are very glad we asked for his services. Simon is very personable and puts you at ease from the start. He takes a very methodical and thorough approach to his work and has expertly tailored our financial plans. We have complete confidence in his ability to place our money into the right fund.We would have no hesitation in recommending Simon to anyone who needs financial peace of mind, stability and growth.
S Hamilton
01.02.2024
Financial Planning Hub
Simon was recommended to us by a friend, and since then has given us a lot of valuable help. He took a lot of trouble to help us with financial planning, particularly because my husband needed to invest his pension. He explains very clearly, and is extremely efficient in following up what needs to be done. Very thorough, professional, and easy to deal with.
Richard Hawkins
14.01.2024
Financial Planning Hub
Simon provided valuable advice for the planning of my early retirement and was greatly instrumental in achieving the outcome that I wanted. He paid very close attention to my requirements when I explained them to him and these were always central to his actions and recommendations. He always responded promptly to any questions I raised and his advice was always very clear and well reasoned. I have no hesitation in recommending Simon to anyone who is looking for advice in the planning of their post retirement income and in particular in ensuring all tax regulations are met and all tax allowances are maximized.
carolyn Shier
31.12.2023
Financial Planning Hub
Simon has been looking after my financial affairs for some years and I have no hesitation in recommending him. He's thorough, patient and great at explaining things through to the end. I'm very happy with my arrangements and have a regular review to ensure things are on track.
Alison Bourne
29.12.2023
Financial Planning Hub
Simon has a friendly, sympathetic manner. He listens carefully and takes account of one’s views and opinions. He explains possible options clearly, providing the time required to ensure that relevant matters - including potential risks and rewards - are fully understood. He demonstrated to us a thorough knowledge of products appropriate to our needs. He is approachable and, in our experience, available with reasonable notice when required. We would strongly recommend him.
Matt Rawson
22.12.2023
Financial Planning Hub
Simon was professional and responsive when helping find the right pension investment scheme for me. He works with a set of tools in order to capture information and search the market for the best product. I am very pleased with his services and results!
Lo C
20.12.2023
Financial Planning Hub
Simon was fantastic and a pleasure to work with. He is very professional, friendly, approachable and knowledgeable. His communication was excellent and he explained complex financial matters in straightforward terms. He really knows his stuff and I wouldn't hesitate to work with him again.
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Merlin House, Brunel Rd, Theale, Reading RG7 4AB
Financial Planning Hub