Thameside Financial Planning


Established in 2012, Thameside Financial Planning prides itself on being an independent financial adviser boutique based in an idyllic setting along the Royal Regatta course of Henley-on-Thames.

Offering a wide range of services, primarily investment and retirement planning, the team has decades of experience in pensions, investment advice and maximising tax efficiency and can help you arrange your financial affairs to give you the best returns along with peace of mind.

Combining the latest technology with a dedication to a personal service means you can follow your investments with us online and be reassured that we always like to pick up the phone and talk to you.

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We provide services including:



  • Retirement Planning
  • Individual Savings Accounts (ISAs)
  • Income Protection
  • Taxation and Trusts
  • Lifetime cash flow planning
  • Lifetime Allowance Solutions
  • Inheritance Tax
  • Investment Planning
  • Life Assurance and Business Protection
  • Employee Benefits Packages for companies

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Our Happy Clients:

I am very grateful to you and your team for the excellent customer service and hard work you have put in.

YM
Thank you for all your hard work on my behalf. I am very happy with everything we decided on and will have my pen in my hand ready and waiting.JB
I believe you are doing your best to protect your client's interests, which I have always found to be true.

GM

 

 

 

 

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