Achieving your goals together

As independent Chartered Financial Planners, our primary focus is your success and helping you reach your financial goals.

Our can-do culture

Since 1980, clients have put their trust in us to achieve financial confidence. And we do this by delivering an independent financial planning service. While we are based in Newbury, we work with people all over the Thames Valley and M4 corridor.

Our team stick with us for the long term, so you won’t be passed from pillar to post. We get to know you on a deeper level and genuinely care about you and your financial future.

About us

Who we work with

Accumulating wealth

With financial goals on the horizon, we’ll meet your needs now and in the future.

Planning for retirement

We’ll identify your goals and transform any challenges into opportunities.

At retirement

Ensure a comfortable future and sustain your desired lifestyle during retirement.

Protecting wealth

Put measures in place to legitimately safeguard your assets for you and your family.

Get to know us

Neil Buckingham

About Neil

With more than 30 years of experience, Neil specialises in pensions, investments and tax planning.

Managing Director and Chartered Financial Planner

Simon Moran

About Simon

Simon specialises in pensions and investments, and he works with clients who are approaching or in retirement.

Chartered Financial Planner

Alex Breadmore

About Alex

Alex has gained the award for VouchedFor Top Rated Adviser for the last six years and holds Chartered status.

Chartered Financial Planner

Gemma Allison

About Gemma

Gemma has more than 25 years of experience in financial services and is also qualified as a Chartered financial planner.

Paraplanning and Client Services Support Manager

Jane Coo

About Jane

Jane is a key member of the team, and she supports clients and planners across all our services.

Wealth Management Administrator

Suzanne Prout

About Suzanne

Suzanne is a long-standing member of our team, and she looks after the administration needs of clients.

Wealth Management Administrator

Jess Marriott

About Jess

Jess supports the paraplanning team, and you will often speak to her when you call the office.

Junior Paraplanner

Gemma Richman

About Gemma

Gemma provides administrative support to the team and helps advisers prepare for meetings.

Wealth Management Administrator

Val Wright

About Val

Val has been working with us for more than 30 years, dealing with individual and corporate clients.

Employee Benefits Account Manager

Meet the team