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WELCOME TO Mapledurham Financial Planning
Financial adviser located in Reading / Henley, Berkshire
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
Call us today on 07807 022 178 or email us at MapledurhamFinancialPlanning@outlook.com and we'll be pleased to help you.
ABOUT
Who we are and what we do
Mapledurham Financial Planning Limited, my own company, (using the help and assistance of the Quilter Financial Planning network), was formed on the 26th August 2025 after many years (over 25!) working for a larger financial services company, owned by Private Equity, which lead eventually to disillusionment and concerns about what is really the best for clients.
Financial Services
We offer a full range of financial services and have highlighted three of our most popular below.
Retirement Planning
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level...
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Saving & Investment
Saving is a stage on the way to investing. Investing is what you can do with the savings you have created...
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Inheritance Tax
A variety of wealth management strategies can be utilised to reduce your family’s inheritance tax liability.
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The plan for you
1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase, we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action that we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
Your next plan
Ask us about tailored financial advice for you
Don’t miss out!
Where we are
17 Chazey Close, Reading, Berkshire, RG4 9ET
Mapledurham Financial Planning Limited is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority (https://register.fca.org.uk/s/).
Mapledurham Financial Planning Ltd is registered in England and Wales. Company Number 16479243 Trading Address; 17 Chazey Close, Reading, Berkshire RG4 9ET. Registered address is 71-75 Shelton Street, Covent Garden, London, United Kingdom, WC2H 9JQ.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
Approver Quilter Financial Services Limited 02/12/2025
