TRUSTED FINANCIAL ADVISERS

Money Principles is a family run business providing reliable and professional independent financial advice to a broad range of clients. We are based in Reading and work throughout Berkshire, Buckinghamshire & Oxfordshire.

Holistic Planning Service

Plan for the future in a prudent manner with our expert support and guidance.

Savings & Investment

Accumulate funds and help maximise the growth potential of your savings

Pensions & Retirement

Whatever your retirement plans, becoming financially secure so you never have to work again

Property & Equity Advice

Professional mortgage advice and support through the entire buying process. Expert services for releasing equity.

Experienced financial advisers

Established in 1997, the company has grown organically over time, mainly from client referrals.

We follow rigorous codes of practice so you can feel confident that your best interests are always at the heart of what we do.

Our long-term relationships are a great source of pride, having been sustained through a holistic and ethical approach as we offer ongoing financial advice and support over the lifetime of our clients.

about us

ALL STAGES OF YOUR FINANCIAL JOURNEY

Whether you are right at the beginning of your wealth creation, wanting to benefit from the compounding effect of early savings habits, or have already accumulated your wealth and want to know the best way to preserve it whilst enjoying it, our ongoing holistic planning service will set you on the right path.

You may have a business you are considering exiting, or a family you want to look after – all vocations and financial backgrounds are welcome.

contact us

ALL STAGES OF YOUR FINANCIAL JOURNEY

Whether you are right at the beginning of your wealth creation, wanting to benefit from the compounding effect of early savings habits, or have already accumulated your wealth and want to know the best way to preserve it whilst enjoying it, our ongoing holistic planning service will set you on the right path.

You may have a business you are considering exiting, or a family you want to look after – all vocations and financial backgrounds are welcome.

contact us

Can I afford to retire early?

We’d be very happy to help appraise your pensions and overall financial objectives. Naturally, every person’s circumstances are different, and retirement planning deserves plenty of thought. We have successfully helped many clients to retire several years early or reduce the amount of work they need to do. This level of advice and planning helps change clients’ lives.

Can I pay less tax?

All of our financial advice is structured so that our clients are benefiting from all of the available tax wrappers and allowances. Our ongoing advice helps to keep our clients up to date with any potential fiscal changes imposed by the government.

How much does financial advice cost?

We offer an exploratory meeting free of charge to get to know you, your needs, and your goals. Once established, the costs vary from full holistic planning to ad-hoc specific investment appraisals. We are confident that we will be able to find the service that will suit your needs and fit within your budget.

Would you be able to find the best possible mortgage product or investment platform available on the market?

We are an independent financial advice company which allows us to have unrestricted access to providers across the UK. Our highly developed analysis tools ensure that our market information stays up to date and we provide the best possible solution to you.

How do I know I can trust you with my finances?

We are a family run business that prides itself on being trusted advisers throughout the lifetime of our clients and beyond. Our intergenerational planning means we help clients form a legacy for their families. Money Principles Ltd is regulated and authorised by the FCA, and as such are held to the highest regulatory standards advisers can be in the UK.

What level of risk I should take on my investments?

We have a comprehensive risk assessment questionnaire, a risk profiling tool and years of experience which we use to ensure all of your investments are suitable to you.

What is the minimum investment I can make with you?

We are happy to review any potential requirements for a client and we have a simple, affordable and effective model for new savers looking to build their portfolio.

This website should not be seen as advice. Guidance and/or information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Every person’s situation is unique, and to ensure financial advice is suitable to your own circumstances, speak to our IFAs for a full appraisal.