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Financial, Insurance & Mortgage Advisors

Business Summary (short): We offer wills, powers of attorney and trusts to help you preserve your wealth for your family.
Business Details:

Family Estate Planning Ltd is a friendly, Wokingham-based business offering a range of services to help you preserve your wealth, including Powers of Attorney, Will writing and Trusts.

Business Phone Number: 07984 013533
Postcode: RG41 4BJ
Faron Partnership Ltd
Business Summary (short): Faron Partnership Ltd is an independent financial adviser based in Wokingham, Berkshire. We offer personal financial advice, including retirement, investment and estate planning.
Business Details:

Faron Partnership.  Our services include pensions, investments, protection and lifetime cashflow planning.

Business Phone Number: 0118 974 0159
Business Address: Albany House
14 Shute End
Wokingham
Berkshire
Postcode: RG401BJ
UnaVida Life Planning
Business Summary (short): Comprehensive financial planning services for high net worth clients and business owners
Business Details:

Our service is, in every sense of the term, personal and comprehensive. We begin at the beginning. We look in every financial nook and cranny. We test assumptions and challenge preconceptions. We discover what you want out of life. As well as looking after your financial arrangements, we also want to do what we can to help you live your life to the full.

Business Phone Number: 0118 934 7921
Business Address: 4 Beech Court
Wokingham Road
Hurst
Berkshire
Postcode: RG40 1QG
Wills, Tax and Trusts Ltd
Business Summary (short): We provide professional advice and also help with the drafting of secure legal documentation whether it be wills, inheritance tax, trusts, Lasting Powers of Attorney or tax planning.
Business Details:

We take the time with our clients to ensure they understand the need for protecting their family and or business.

At our initial meeting, we ensure we have a thorough understanding of both your assets and your needs.

With that knowledge, we can identify the right solution to enable you to properly protect your assets and those you care for.

Business Phone Number: 0118 934 7920
Business Address: 4 Beech Close
Wokingham Road
Hurst
Berkshire
Postcode: RG40 1QG