Box Financial Planning are Independent Financial Advisers nested inbetween Reading, Henley and Wallingford. 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. 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. 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.
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! SHP, PPP, SIPP, Nest, DD, OMO and CPA - and you thought investments had the ownership on acronyms?
Life Assurance need not be expensive and the other insurances (Critical Illness and Permanent Health Insurance for example) may also be cost effective. 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.
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! SHP, PPP, SIPP, Nest, DD, OMO and CPA - and you thought investments had the ownership on acronyms?
Services
Having been in the financial services industry for nearly 30 years, I have seen many changes occur.
With the changes which occurred following the 'Retail Distribution Review' in 2012, I felt many of the larger financial services firms were now either unable or unwilling to provide a quality and cost effective service to their mainstream clients.
Therefore, in 2014 I started Box Financial Planning.
I believed it was an ideal time to create an Independent Financial Advice firm, to provide a personalised and cost effective service to clients, who may not otherwise be able to obtain it.
With the changes which occurred following the 'Retail Distribution Review' in 2012, I felt many of the larger financial services firms were now either unable or unwilling to provide a quality and cost effective service to their mainstream clients.
Therefore, in 2014 I started Box Financial Planning.
I believed it was an ideal time to create an Independent Financial Advice firm, to provide a personalised and cost effective service to clients, who may not otherwise be able to obtain it.
We are able to provide an extensive range of services for both initial and ongoing advice requirements.
Life Assurance Life Cover (which can include Critical Illness cover or as a separate policy).
Long Term Care Advice to meet your Long Term Care needs, including Long Term Care Annuities.
Should you have a particular need or indeed just require a general review, we will be happy to assist you.
Please note, not all these areas (such as Buy to Lets) may be regulated by the Financial Conduct Authority.
Life Assurance Life Cover (which can include Critical Illness cover or as a separate policy).
Long Term Care Advice to meet your Long Term Care needs, including Long Term Care Annuities.
Should you have a particular need or indeed just require a general review, we will be happy to assist you.
Please note, not all these areas (such as Buy to Lets) may be regulated by the Financial Conduct Authority.
Welcome to Box Financial Planning's First Investment Bulletin, which we hope you will enjoy reading.
Developments have occurred in the context of slower than anticipated growth in the United States and slightly better conditions in the Eurozone with some peripheral countries improving better than anticipated.
For once, the United Kingdom appears to be moving ahead of some of its European neighbours as our recovery moves into the next phase of the Economic Cycle.
The markets seem to acknowledge that the tapering of quantitative easing (Stimulus Packages) will occur now, sooner rather than later and debt reduction in China may also signify a tightening of their growth, which will allow more normal economic growth to hopefully continue.
Developments have occurred in the context of slower than anticipated growth in the United States and slightly better conditions in the Eurozone with some peripheral countries improving better than anticipated.
For once, the United Kingdom appears to be moving ahead of some of its European neighbours as our recovery moves into the next phase of the Economic Cycle.
The markets seem to acknowledge that the tapering of quantitative easing (Stimulus Packages) will occur now, sooner rather than later and debt reduction in China may also signify a tightening of their growth, which will allow more normal economic growth to hopefully continue.
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