Intelligent Wealth Strategies LTD
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- 35 Oliver Drive, Calcot, Reading, Berkshire, RG31 4XN
Intelligent Wealth Strategies Ltd, located in Calcot, Reading, is a well-established financial planning firm known for its client-focused approach to financial management. Regulated by the FCA under number 953558, they provide reliable services in life and investments, pension retirement advice, final salary pension transfers, and overall financial planning. With a reach extending throughout Berkshire and beyond, they cater to a diverse client base while maintaining the personalized touch that sets them apart. While they are renowned for their expertise in various financial segments, it's their dedicated commitment to offering regulated advice that often resonates with their clients. This approachable firm prides itself on its ability to help clients forge intelligent wealth strategies, irrespective of their financial knowledge or background.
Their team includes one financial adviser. Check FCA registration here.
Intelligent Wealth Strategies LTD are approved by the FCA to give advice on:
Directions to Intelligent Wealth Strategies LTD from the Motorway
- From the M4:
- At Junction 12, take the A4 exit towards Theale/Reading (West).
- At the roundabout, proceed to the first exit onto Bath Road/A4 and continue on A4.
- At the subsequent roundabout, proceed to the first exit onto Royal Avenue.
- Take a slight left onto Garston Crescent.
- Finally, turn right onto Oliver Drive. The destination will be located on the left.
List of advisers under Intelligent Wealth Strategies LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.