Wealth management in Reading

“We had pension investments scattered across multiple accounts from previous employment and had no clarity on exactly what we had and whether it was working for us. Also, since starting our own business we knew we needed a clear plan to prepare for retirement , but didn't know where to start. Geoff gave us clarity on our current position and help to but in place a plan that gave us much needed clarity, both in what we needed to do now and in the future. He took care of everything, while making sure we understood everything that was going on. He was also very in tune with the specific challenges faced by the owners of a young business and tailored his advice to what is best for both us and the business.”

“Amy helped me set up my pension, but what stood out most wasn’t just the technical expertise (which is exceptional), but the warmth, clarity, and thoughtfulness throughout the process. Every step was well-communicated, the documentation was beautifully presented, and the office experience feels genuinely welcoming. The team didn’t just help me open investment accounts—they helped me rethink how I spend, what I prioritise, and introduced me to investment wrappers I hadn’t even considered. With their support, I’ve been able to build a far more resilient and future-proof financial plan than I imagined possible. Highly recommend, especially for anyone local to the area.”

“RKP Wealth Management provides us with our financial advice across all aspects ( pensions/ Investments and Tax). We are provided with an Extremely high level of knowledge, guidance and support, delivered in a professional and friendly manner. The level of customer service, understanding, empathy and support is in our opinion second to none. Communication is frequent, in-depth and two - way and above all provides in depth insight and advice relevant to our required lifestyle and any changing needs we may have. We are confident that any planned or infrequent communication requirements are dealt with in person in an efficient and timely manner. We have benefited significantly from our relationship with them and look forward with continuing confidence for all our future financial requirements. Highly recommended.”

“Paula is an excellent IFA. She evaluates your financial circumstances and then gives you practical advice and steps to achieve your financial goals that relate to your age and circumstances. She is practical and thorough and I would highly recommend her. It's never too late to start.”

“After feeling frustrated and disappointed with previous financial advisors, I was thrilled to find Matt Pitcher at Altor through a recommendation from a work colleague. As I planned for my semi-retirement while my wife continued to work, I wanted to ensure that our two children, who have now transitioned from adolescence to young adults, were set up for financial success. Matt and the Altor team took the time to understand our entire family's situation, providing tailored advice that addressed not only my semi-retirement goals but also my wife's and our children's future needs. Matt's guidance and insights have helped us create a financially sound foundation for our kids, allowing them to embark on adulthood with confidence. What truly impressed me was the Altor team's ability to simplify complex financial concepts, making them accessible for everyone in the family. It also helped that their investment strategy (around minimising fees and using custom indexing) totally aligned with my own investment philosophy. The ongoing support and regular check-ins have been a game-changer, giving us peace of mind about our financial future. As someone who works in the financial services sector, my only regret is how long it took me to find an organisation and advisor who truly have our family's best interests at heart. I wholeheartedly recommend Altor to anyone who has faced similar frustrations. Fraser Mckie”

“Lorraine has been assisting us with our financial investment and retirement planning. Her wealth of experience, professionalism, efficiency and integrity are just some of the reasons I would highly recommend her for any of your financial planning requirements.”

“Alex has been my Financial Adviser for the past 4 years. He keeps me fully updated on my portfolio enabling me to be financially secure in my retirement.”

“After changing jobs frequently over the years I was searching for a financial advisor to help with my numerous pensions. I was lucky that a friend recommended having a chat with Ben Spence from Gallimore Wealth Management. Now I have the peace of mind that all my pensions are in one place, are being managed effectively and I have a direct point of contact every year to keep on track with everything financial. Thank you Ben Spence for your services and I would highly recommend you to everyone!”

“Excellent service, follow-ups and contact from the company. Growth has been above expectations and the team know what they are doing Thank you.”

“As a qualified finance professional myself, I know enough to appreciate the value of proper financial advice where it really matters - my own pocket! I've used Vicky at Penrose for all my financial planning needs, including pension planning and protecting my family with suitable life insurance and critical illness protection policies. She is very knowledgeable and experienced, with a very pragmatic approach to building the right product portfolio for me with my specific circumstances in mind. A very professional and personal level of service; highly recommended.”

“Would highly recommend as Richard offers ongoing service and explains everything clearly”

“Thank you to Chris Gallimore and his colleague Mary Marsland who calmly guided me through the options for my pensions and helped me understand what would work best for me and my future financial planning. They totally took out the stress and worry that comes with pension planning. I trust their advise and feel very confident that I have got the right people to look after my financial future. The team are very efficient and respond quickly to requests. Highly recommended. Thank you Chris and team.”