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.
At Finli Thames Valley (previously Beaufort Financial Reading) we provide financial advice to you in your preferred format - over the phone, in person or over a whole host of online conference facilities.
Contact our TeamGet to know our team of planners
Chris Shaw
Managing 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 Dolby
Director & 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 Gardiner
Senior 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 Hull
Senior 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 Honey
Financial Planner
Reuben joined Beaufort Financial in September 2022 as a Paraplanner and was promoted to Financial Adviser in August 2023. Prior to joining our team, Reuben gained valuable experience in the financial services industry through roles in Paraplanning and administration support. This experience has given him a comprehensive understanding of the financial planning process and the importance of delivering positive outcomes for clients.
Recently, Reuben obtained his Level 6 Certificate in Advanced Financial Planning from the Chartered Institute of Securities & Investments, earning the title of Chartered Financial Adviser. He is truly passionate about financial planning and takes a people-centric approach to his work, bringing fresh and innovative ideas to the table.
All our financial advisers are registered with the Financial Conduct Authority (FCA) and have been issued a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.