Best Financial Consulting Courses Reading Near Me

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1. A.R. Financial Consulting - Reading

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· 0 reviews

5, 105 London St, Reading RG1 4QA, United Kingdom

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2. Bluesky Chartered Financial Planners - Earley

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· 41 reviews

Chalfont Cl, Earley, Reading RG6 5SY, United Kingdom

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Bluesky Chartered Financial Planners: what do users think?
John Worth: In my own experience finding a credible, client orientated independent financial adviser is difficult. I'm ashamed to admit that I didn't attempt to engage the services of an adviser until I was a year short of retirement - truthfully way too late.I assembled some PowerPoint slides with a summary of the 15 or so pensions I had and created an Excel summary of my monthly financial requirements. I called two financial advisers from well known reputable firms I'd identified during a Google search. The standard response seemed to be a 30 minute telephone call where the adviser would say 'you should be OK John'. Whilst positive this isn't very useful as one needs to understand where the future income is going to come from to replace the salary one received before retirement and also how long would it last once paid/inflation considerations etc.To go beyond the 30 minutes worth of 'should be OK' involved the production of a report. One adviser quoted £2700 and another £4650 - neither adviser seemed able to describe how that report, should I proceed would assist my retirement planning process.I asked around in my circle of friends and a former colleague recommended BlueSky. BlueSky were a breath of fresh air with a refreshingly different approach. Like the others, BlueSky also started off with a 30 minute MS Teams to understand what pensions/investments I had, what they were in practical terms and my personal circumstances. In complete contrast, no conclusion was offered initially, I was advised there would be a further 1 hour meeting to present the initial findings - still with no charge.The 2nd meeting was fascinating and exactly what one needs when planning for retirement - a graphical chart that showed the level of expected income and depletion of investments all the way out to being aged 100. Crystal clear and exactly what one needs. Clearly Bluesky had put considerable effort into getting this far and gave me confidence to commission them to produce a report (£1700 @ in my case which was quite complex) where I could understand the detail, assumptions made and risk considerations.Now as a client of Bluesky I receive regular updates, complete transparency of what is happening and the ability to seek sound advice when needed. Highly recommended.
Jane Ziemba: We used Bluesky for finanical planning and investment advice. Rob is professional, trustworthy, knowledgeable and explains things in such a way that you can completely understand everything. We have found the whole team at Bluesky friendly, very efficient and a pleasure to deal with. We can highly recommend Bluesky Chartered Financial Planners.
Claire Way: I needed to arrange a partial pension transfer as part of my divorce settlement and Mike Thompson has completed this for me, giving me full information to enable my decision making, readily answering any and all questions and responding quickly to my requests. I have no hesitation in recommending Mike to anyone, he is a professional and knowledgeable advisor and a thoroughly nice guy.
Kevin Saunders: very good service plus made the report up just so it showed all my options for my retirement and when I could look at retiring
Andrew Vettese: Following recommendation from a friend, my wife and I met with Bluesky (Jeremy) to discuss options for our future financial planning. We now have a consolidated view of our pensions and general investment portfolio secure in the knowledge they are invested in accordance with our agreed risk profile. This provides us with a good deal of confidence in our financial security moving towards retirement. We would highly recommend Bluesky to other people looking for professional advice and management of their finances.
Nicola Kaye: Blue Sky managed our mother's investments very successfully for years. When we had to invoke Power of Attorney they helped us ensure she was well cared for and her wishes were followed throughout her life.The team have always been very approachable, great at listening and explaining which gave us confidence through difficult times that everything was under control.Their bespoke, personalised service is invaluable, customer care has been excellent.I am now happily their client in my own right confident in my financial future.
Anthony Peabody: Needed to review our financial position, and BlueSky were friendly, very helpful and totally professional.
Julie F: We first approached BlueSKY nearly 4 years ago when we were seeking independent financial advice as to when we might be able to retire. Rob met with us and after thorough investigation of our pensions and accounts produced a report for us outlining our current situation and how we could work towards our favoured retirement date. In short he told us exactly what we needed to know & we have acted on his advice over the last few years. We will be approaching the stage where we probably need a bit more assistance with the overseeing of our pensions and financial affairs now and I feel confident that Rob and BlueSKY will be able to give us the service we need for moving forward and the future.
Simon Jenkins: Blue-sky 's Jeremy Jackson has been brilliant I was so confused by my pensions and investments and he has sorted them all out for me in a clear jargon free understandable way thank you very much indeed Jeremy and blue-sky
Julie Roberts: My solicitor recommended Blue Sky as being excellent financial advisor’s during my divorce.I needed help with handling several pensions and getting the best return. I was simply confused by multiple options. Blue Sky helped me to understand my options and then facilitated the various transactions. Julie in particular is very helpful and attentive. I would highly recommend.
Dan King: Positive:ProfessionalismExcellent clear advice without any pressure to make decisions. This means I am in control. The advice over the last 10 years or so has helped ensure I can retire and be relaxed knowing my funds are being managed. I am very grateful to Mark
Paul Tudor-Williams: Positive:Professionalism,Quality,Responsiveness,ValueI am very pleased with the service that Bluesky have provided and have no hesitation in recommending them as an IFA. They have spent time getting to know my circumstances and as these have changed have reviewed and recommended changes that have achieved the predicted results which in the current volatile market is excellent.
nicola thompson: I found Bluesky through a friend and have had excellent advice right from the beginning.They have sorted my pension divorce settlement fund & made it very easy for me.Mostly Rob explained everything in very simple terms & this helped immensely at a stressful time.I would and have recommended Bluesky to friends & acquaintances.Thank you Bluesky. I look forward to our long future relationship.
Ngairi Mettam: Positive:Professionalism,Quality,Responsiveness,ValueI have been a client since 2013 and have received excellent advice on my pension and my financial affairs - even managed to allow me to increase one of my pensions - you can rely on sound advice.
Alison Slater: Positive:Professionalism,Quality,ResponsivenessHaving been with Bluesky for over 10 years their professional attitude in advising me with inheritance tax, work and pensions advice has been second to none.
Ian Alexander: Following my retirement a few years ago I found I needed advice on how to manage the various pension funds I had contributed into during my career. I talked to several potential financial advisors and chose BlueSky because they convinced me that their motivation was not to sell me products or services but to proactively provide me with ongoing support at a level that was appropriate to my needs and funds and at a cost that would be small in relation to the benefits that their expertise and advice would provide. They started by reviewing my current financial situation and objectives, together with my attitude to investment risk, so they could issue a report making recommendations that would meet with my approval. Where their recommendations involved me in moving my funds they assisted me with the implementation. Since then my needs and the performance of my funds have been formally reviewed with BlueSky on an annual basis but I have also been able to make contact and discuss any related matters of concern whenever they have arisen. I feel that I have been looked after in a professional and friendly manner and have no hesitation in recommending the service and support that BlueSky provide.
Claire Johnson: Mike is a very professional and knowledgable person in the financial services sector. He has extensive experience and really takes the time to get to know his clients and make it a very personal, tailored experience for them. He will always find answers if he doesn't know (but he usually does!) and invest his all into helping his clients. I would 100% recommend Mike to anybody looking for help with financial planning.
Jayne Pickering: I have been really pleased with the decision to use BlueSky Financial Planners. The pension set up for me has out performed expectation (which is obviously great), but the advice and help I have received has been spot on: I feel confident about my financial future. The staff are exceptionally helpful and reliable and have dealt with my queries with patience and always explained matters clearly. I would say that I am probably not a high value client to their business, but I have never been made to feel otherwise and they are always at the end of a phone when needed.
lesley nugent: Positive:Professionalism,Quality,Responsiveness,ValueWe have been looked after by Mark and his team at Bluesky since selling our last business and retiring in 2008. We have always found the service to be professional, very helpful and always available when required.
Lesley Whelan: Jeremy, from Bluesky, is friendly in his approach but also very professional. Retirement and drawdown can be daunting until well understood but Jeremey was very patient with our long list of questions so we gained an understanding and were reassured. Regular reviews and reports are timely and professional which continue to reassure us our money is in safe hands.
Colin Bennett: Positive:Professionalism,Quality,Responsiveness,ValueExcellent company. They have been advising me for many years, always helpful, responsive, & great advice, I would recommend them to anyone, & have already done so to my friends, family & business colleagues.

3. Tilney – Reading, South East - Reading

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· 0 reviews

Advantage, 87 Castle St, Reading RG1 7SN, United Kingdom

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4. Financial Planning Hub - Theale

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· 13 reviews

Arlington Business Park, 1650 Waterside Dr, Theale, Reading RG7 4SA, United Kingdom

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Financial Planning Hub: what do users think?
carolyn Shier: 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.
Matt Rawson: 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: Positive:Professionalism,Quality,Responsiveness,ValueSimon 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.
Veronica Ramsay: 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: 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.
Alison Bourne: 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.
Mark Grossman: 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.
Gill Burke: Simon was recommended to me by a solicitor at a time when I was feeling very vulnerable. His friendly but professional manner immediately put me at ease. He gave me good advice for the planning of my retirement, taking into consideration and respecting my cautious nature, and with no pressure at any point. He recommended a great pension product which I am about to start enjoying!Thank you so much for all your help and guidance Simon.
Richard Hawkins: 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.
Cindy Greener: Simon is the most straightforward and pragmatic financial planner I've ever worked with. He produced a visual projection that showed me on one page what my savings would accrue over my lifetime. I felt at ease with him and his advice and he was a pleasure to work with.
S Hamilton: 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.
Julie Farney: I was recommended Simon at the beginning of this year to help me get my finances sorted following divorce. He has been fantastic, taking the time to explain in a language that I was able to understand, the process, until I totally understood where my money was going and for what reason. I would highly recommend him without the slightest hesitation.
James Alcorn: 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.
Bruce Lachlan: Simon is very professional advisor and has an in depth knowledge of the financial services industry. He is easy to talk to and quickly understands a client's situation in order to help them achieve their financial goals. He is good at working with clients to achieve their objectives within their finances taking into account their appetite for risk. I found him very helpful at advising on tax, investment and pension planning opportunities.
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5. Time Financial Planning Limited - Woodley

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· 25 reviews

Suite 1, Unit 6, 15 Headley Rd, Woodley, Reading RG5 4JB, United Kingdom

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6. Next Level Financial Solutions - Woodley

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4 Keane Cl, Woodley, Reading RG5 4LG, United Kingdom

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7. 1825 Financial Planning - Wargrave

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8, Waltham Court, Milley Ln, Hare Hatch, Reading RG10 9AA, United Kingdom

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