Thames Valley Investments

About

Thames Valley Investments is an investment company delivering whole of market investment management, retirement planning, and financial planning advice.

Story

Thames Valley Investments is an investment company delivering whole of market investment management and financial planning advice. Our wealth managers have more than 60 years’ experience in the financial services sector.

Whether you are looking for Financial Planning such as a financial review or inheritance planning; Investment Management Services such as a personal investment portfolio or designated portfolio; or Retirement Planning such as pension lump sum investment advice, we can help you look after the whole of your financial affairs.

Thames Valley Investment Advisers Ltd, trading as Thames Valley Investments. Independent financial advisers and wealth management. Authorised and regulated by the Financial Conduct Authority. Registered Address: 4 Reading Road, Pangbourne, Berks RG8 7LY / Registered Company Number 8646780

T: 01344 772 579
F: 01344 750 105
E: [email protected]
www.thamesvalleyinvestments.co.uk

Mission

The mission of Thames Valley Investments is to provide individual clients with financial planning and investment advice.

Our focus is on building long-term relationships with clients, based on trust and experience, rather than selling products, and we expect to use the whole of the investment market to produce steady and above average returns for clients, tailored to fit personal requirements.

Financial planning services vary from an overall review of financial affairs (including a review of existing investments for new clients) to retirement planning, inheritance planning, and arranging insurance policies. We try to give the type of advice we would want to receive personally if we were not financial professionals, and avoid jargon as much as possible.

Thames Valley Investments does not provide debt management or mortgage advisory services.