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Financial Planning Matters

Professional finance updates and advice.

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Whatever your political allegiances, the country has spoken and we now have a clear direction of travel going into 2020, albeit that there will undoubtedly be several challenges ahead as we seek to leave the European Union. Therefore, the need to regularly review your planning has never been more important and our advisors are always on hand to provide support when required.

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Client Listening Programme 2019

Another fantastic set of results from this year's programme. Regular feedback from our clients helps us to continually strive to deliver an excellent service to our clients.

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Jayne Tilbrook receiving her award from Hamish Purdy, CEO, Intelliflo Ltd

Jayne Tilbrook wins Intelligent Office Community Champion Award

Jayne's hard work and dedication within the Community enables us to streamline our systems and deliver an outstanding service to our clients.

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Miles Clarke looks at how the introduction of UK workplace pensions emerged and what the future holds.  

The evolution of pensions

How pensions have evolved from its earliest form in the Roman times to the present day and what changes are on the horizon.

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Phoebe Stone, Investment Manager, LGT Vestra LLP looks at the global plastic crisis and the changes that need to happen to tackle the crisis.

A 'circular economy' will be central to tackling our global plastics crisis

Discussing the corporate adoption of the plastics circular economy and how investors can influence future market behaviour.

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Phil Smithyes looks at how to achieve a sensible return, explaining the direct correlation between risk and reward.

Esoteric Investing

Have you received an investment opportunity promising high returns and relatively low risk? If it seems too good to be true, it probably is.

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Financial Planning Matters

Providing you with an update on professional finance updates and key announcements you may need to act on.

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Our Financial Planning team primary objective is to protect our clients' wealth for themselves and their families into retirement and for future generations.
Phil Smithyes
Phil Smithyes
Partner, Head of Financial Planning
Thames Valley