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BEST RATED READING, UK FINANCIAL SERVICES

3 Best Financial Services in Reading, UK

Expert-recommended Top 3 Financial Services in Reading, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Purley Financial Planning
Purley Financial Planning
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PURLEY FINANCIAL PLANNING

(4.8 Score)
10 Menpes Road, Tilehurst, Reading RG31 6GF, UK Directions

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Maximising Your Pension Fund ✓ Corporate Planning ✓ Shareholders ✓ Self-Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Employee Benefits ✓ Corporate Pensions

“Purley Financial Planning provides expert financial advice to meet your needs. Kye Punter is the firm's financial planner. He takes pride in providing a professional and friendly service where clients can rely on me to help them make informed decisions. Purley Financial Planning is authorised and regulated by the Financial Conduct Authority. They can all imagine the future they want for themselves and their family. They will help you achieve that future and live life how you want. Whether they support you in the complex area of corporate planning or with pension advice or estate planning, they want you to feel confident and in control of your finances.

2025 Update: He can help you with a range of financial solutions, including pensions, investments, mortgages and protection plans. You can contact them to arrange a meeting.”

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Contact:

07384 254 667

Mon-Fri: 8am - 8pm
Sat & Sun: Closed

TBR® Inspection Report:

Money Principles Ltd
Money Principles Ltd
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MONEY PRINCIPLES LTD

(4.8 Score)
West End House, Tutts Clump, Reading RG7 6JU, UK Directions

Speciality:

✓ Financial Planning ✓ Savings and Investments ✓ Pensions and Retirement ✓ Mortgage Advice ✓ Equity Release

“2025 Update: Money Principles Ltd is a family-run business providing trusted and professional independent financial advice to a broad range of clients. has a team of experienced financial advisers who have been supporting clients with pensions, investments and mortgage advice across Berkshire, Buckinghamshire & Oxfordshire. Fully competent and regulated by the FCA, they can offer expert advice on suitable products, carefully chosen to meet individual client needs, from the whole of the financial marketplace. They have qualified and professional experts with extensive knowledge in a wide range of financial issues. They can help create unique and customised financial advice in Berkshire from which you can reap benefits in future. Their long-term relationships are a great source of pride, having been sustained through a holistic and ethical approach as they offer ongoing financial advice.”

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Registration 13133071

Contact:

0118 405 0102

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Skyblue Financial Planners
Skyblue Financial Planners
Skyblue Financial Planners
5+ YEARS IN TBR
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SKYBLUE FINANCIAL PLANNERS

(4.7 Score)
180 Oxford Road, Reading RG1 7PL, UK Directions

Speciality:

✓ Mortgage Advice ✓ Wealth Management ✓ Pensions and Retirement Plans ✓ Inheritance Tax Planning ✓ Investments ✓ Insurance ✓ Protection

“Skyblue Financial Planners offers you expert guidance in any aspect of financial planning services to meet your needs. They can advise on anything that helps protect and grow your hard-earned savings for your future and your family. Doug Cowan is a financial planner at Skyblue Financial Planners, with over twenty-five years of experience in financial planning. He is a qualified member of the Personal Finance Society (PFS). Doug Cowan specialises in wealth management for his clients. He is also a Society of Mortgage Professionals member and advises on equity release, dealing with private and commercial clients. The team helps you take control of your finances and get to where you want to be. Their financial planning consultations will provide the insight you require to make those life-changing decisions.

2025 Update: They also offer out-of-hours by appointment.”

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Contact:

0118 958 2425

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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PURLEY FINANCIAL PLANNING REVIEWS

Kye Punter was great from start to finish. Communication was excellent, and he talked us through all the steps of our remortgage, which put us at ease. He helped us understand the jargon and was always available to answer questions. Kye has also helped point us in the right direction to create our Wills and also advised us on our pensions. We highly recommend and will definitely be using Purley Financial Planning again.

I can`t recommend Kye enough! Thanks to him the entire mortgage application process was smooth and stress-free. Kye was always available to answer my questions, no matter how small, and provided timely updates throughout the process. Will definitely use him again in the future.

My husband and I have used Kye recently to sort out Critical Illness cover and our pensions. Kye is professional, friendly and efficient. He has involved us in every step of the process, waiting for us to make decisions before continuing with next steps. Kye is easy to contact and is good at explaining the difficult stuff!! I would thoroughly recommend him.

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MONEY PRINCIPLES LTD REVIEWS

We had a fantastic experience working with Fraser, who helped us secure the mortgage for our first property. From start to finish, Fraser was professional, knowledgeable and truly dedicated to finding the best options for us. He took the time to explain every step of the process, making it clear for us as first-time buyers. We felt supported and confident throughout, thanks to his personalised approach. Highly recommend Fraser to anyone.

Fraser at Money Principles has been the best broker we could have hoped for. He has been patient, diligent and informative throughout the whole process - as first time buyers we had a lot of questions but Fraser always made things easy to understand and provided us with great advice. He also managed to secure two rate reductions for us before completion which we were very pleased about. We definitely recommend Money Principles for any mortgage advice and applications - you'll be in safe hands.

Fraser has been great in helping us to secure a mortgage, twice now! Got us a good deal, really helpful, and happy to spend time talking things through with us. Would definitely recommend him to others.

SKYBLUE FINANCIAL PLANNERS REVIEWS

I was recommended Gary through a friend who said he was excellent - and I cannot fault Gary one bit. He goes above and beyond expectations in order to provide the best customer care as well as the best customer outcome. I'm a first-time buyer that is purchasing a new built on my own. I was told it was an extremely stressful process, however, this has been made 10x easier by Gary!! I would recommend him to anyone. Thank you Sky Blue Financial Planners.

My husband and I have worked with the team at Sky Blue for many years, we trust them with all our products, insurance, mortgages and pensions. Very trustworthy and knowledgeable

I have known Doug and Gary for about eight years and can cheerfully recommend Sky Blue for wealth management planning, mortgage brokerage services and general insurance advice - full marks.

TBR® Inspection Score Report

PURLEY FINANCIAL PLANNING Total Inspection Points: 115/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MONEY PRINCIPLES LTD Total Inspection Points: 114/120
Business Hours: 9
Contact Info: 9
Current Evaluation: 9
Review Analysis: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10

TBR® Inspection Score Report

SKYBLUE FINANCIAL PLANNERS Total Inspection Points: 113/120
Acknowledgements: 8
Complete Info: 8
Social Media: 8
Business Hours: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10
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