A wooden table holds a notebook titled 'A Brighter Tomorrow,' a drawing of a tree with the words 'Roots, Values, People, Possibilities,' and a book titled 'A Legacy for Generations.' A pen, a cloth, and a potted plant are also on the table. In the background, a blurred family of six stands near a lake at sunset, with trees framing the scene.

Independent Financial Advice Reading & Berkshire

Boundary Financial Planning

Build, protect and pass on your wealth with a clear financial plan.

Boundary Financial Planning helps high earners, business owners and families make better decisions about pensions, investments, retirement, inheritance tax planning, mortgages and protection.

Book a private introductory call

Financial Planning for Every Innings of Life

Two people working with laptops, notebooks, and pens on a wooden table.

Financial planning for every stage of life

Your priorities change as your career, family, business and wealth develop. We help you create a financial plan that evolves with you.

Build

Grow pensions, investments and tax-efficient savings during your higher-earning years.

Protect

Protect your income, family, business and financial commitments.

Retire

Understand when you can retire and how your pensions and investments could provide an income.

Pass on

Plan how your wealth may pass to children, grandchildren and future generations

High earners and professionals

For people who earn well but need a clear plan for pensions, investments, tax, mortgages and long-term financial independence.

Business owners

For directors and entrepreneurs looking to connect their business finances, pensions, investments, protection and future exit plans.

People approaching retirement

For those who want to understand when they can retire, how much income they may need and how their assets should work together.

Families with established wealth

For families thinking about inheritance tax, gifting, estate planning and passing wealth to future generations.

Who we help

Silhouettes of a family holding hands and standing in a field during sunset, with a sky filled with clouds.

What we help with

Independent financial planning for high earners, business owners and families across Reading, Henley-On-Thames, Berkshire, Oxfordshire and Buckinghamshire. Advice on pensions, investments, retirement, inheritance tax planning, mortgages and protection.

  • Pension contributions, consolidation, retirement forecasting and retirement income planning.

  • Long-term investment planning based on your goals, timeframe and attitude to risk.

  • Understand your potential inheritance tax exposure and consider how wealth may be passed on.

  • Company pension contributions, investments, protection, business exits and personal financial independence.

  • Mortgage advice for first time buyers, high earners, company directors, Buy to Let Landlords professionals and clients with more complex income.

  • Life insurance, critical illness cover, income protection and business protection.

Want to work with us? Book a complimentary private call

Why Boundary and why it works

A clear financial planning process

  • We discuss your current position, priorities and concerns.

  • We bring the different parts of your finances together and create a coordinated strategy.

  • We explain the recommendations clearly and help put the agreed plan in place.

  • We review your plan as your life, finances, legislation and priorities change.

Why work with Boundary Financial Planning?

  • We consider your pensions, investments, tax position, business, borrowing, protection and future plans together.

  • We explain your options, costs and risks without unnecessary jargon.

  • You have a consistent adviser who understands your circumstances and long-term objectives.

  • Your financial plan develops as your career, family, business and wealth change.

Submit an Inquiry

Engage our advisory team to discuss bespoke financial strategies and collaborative opportunities.