Thames Valley Office
Whether you are looking to protect your estate, invest money or plan your retirement, our financial planners in Reading and the surrounding areas have your best interests in mind.
Financial planning services in Berkshire
At Finli, our financial planners in Berkshire offer expert advice and personalised solutions to help you navigate your financial journey. From achieving long-term goals to managing day-to-day uncertainties, we’re here to guide you every step of the way.
Our financial services in Berkshire include:
- Financial Planning: Bring together all aspects of your financial life with a holistic plan tailored to your goals.
- Estate Planning: Protect your legacy with effective strategies for future generations.
- Savings & Investments: Grow and safeguard your wealth with expert guidance.
- Mortgages & Protection: Secure your financial future with tailored advice on mortgages and protection plans.
- Retirement & Pensions: Plan for a comfortable retirement with expert pension advice and strategies.
Our Berkshire team is dedicated to helping you achieve financial confidence and success. Speak to our team today to get started.
Meet our Financial Planners in Berkshire
Chris ShawManaging Director & Senior Financial Planner
Chris takes care of the day-to-day management at our Reading office whilst still nurturing his individual and corporate clients as a financial adviser.
He is a hugely experienced professional and Chris prides himself on providing clear, practical financial advice without jargon.
Mark DolbyDirector & Senior Financial Planner
Mark has been in the financial services industry for over 30 years and believes more than ever in the importance of financial planning.
He takes great pride in the long term, trusted relationships he has built with clients and professionals working in collaboration to ensure that his clients can achieve their hopes and dreams. Building flexible financial plans for both the short and long term and providing financial security on a sustainable basis, whilst making sure that you and your loved ones can achieve their goals, whether it be early retirement, helping pass on funds to your children, providing for education, long term care planning or reducing potential inheritance tax payable.
Mark is passionate about being part of the local community and supporting local charities who make such a difference on a daily basis. He is married and has four beautiful daughters, is a proud Ark rider and loves to take on running adventures including 5 marathons in 5 days across the Wadi rum desert in Jordan.
Tony GardinerSenior Financial Planner
Tony joined the Beaufort Financial team in January 2019 after 9 years working overseas for a global financial advisory company.
As a UK qualified adviser, Tony is passionate about what he does, and he loves to help people achieve their financial goals by creating and delivering a financial plan for his corporate and private clients.
Ashley HullSenior Financial Planner
Ashley joined the Beaufort Asset Management team in August 2016, having previously worked for a Wealth Management firm in Dubai. He specialises in helping individuals, families and business owners plan for their future by creating bespoke financial plans that protect their position and achieve their goals. He holds the Investment Advice Diploma and the Certificate in Pension Transfers and Planning Advice.
Reuben HoneyFinancial Planner
Reuben began his career in financial planning from the ground up, starting in administration, moving into paraplanning, and then stepping into an adviser role.
That hands-on journey gave him a deep understanding of how solid advice is built – from the technical detail to the importance of clear, personal communication.
It’s shaped how he works today: with care, clarity, and a genuine focus on what matters to each client.
Over the last 12 months, Reuben has worked towards and achieved being Chartered. This was an important milestone for him, not just as a professional goal, but to give clients confidence that they’re receiving the highest level of advice and service.