Paula Bicknell Wealth is a financial advice practice based in Theale, near Reading, in Berkshire. We work mainly with individuals and businesses in and around the southeast of England.

We pride ourselves on developing strong relationships with our clients. By establishing a deep understanding of your financial situation and current and future needs and requirements, we can tailor our advice to suit your individual circumstances. We hope to lay the foundations for a long-term relationship based on trust from the outset with all our clients.

How we work with you:

• Your financial plans need to be easy to understand, so we cut out the usual financial industry jargon.
• We start with a no-obligation initial review. That way you’ll understand how we work, and we will get to grips with your goals and requirements before we set out. 
• We tailor our advice to help you meet your personal and/or business objectives.
• We work with you to ensure sure the financial areas that matter to you are fully covered.
• We help you create a plan that can adapt and evolve when circumstances change.
• We help you achieve your financial goals and aspirations.

What Paula Bicknell Wealth can do for you:

Pensions Advice: helping your standard of living to stay the same when you retire.

Pensions Audit: helping you understand the pension plans you have, and the income options you might have when you retire. 

School Fees Planning: helping you to have enough funding for school fees or university costs.

Investment Advice: helping you make your investments work effectively to meet your needs and goals. 

Protection Planning: protecting your plans and lifestyle for those unforeseen events. 

Inheritance Tax Planning: ensuring you pass on your hard-earned money to the right people, tax-efficiently. 

Care Fees Planning: advising on funding for care fees and ensuring you can access the appropriate support*.

Tax Planning: helping you use the valuable allowances available to you. 

Business Planning: if you’re a business owner, helping you protect your business and advising on aspects of business exit and retirement planning.

Cash Flow Forecasting: if you’re a business owner, working with tools and modelling techniques to help you as a company or individual understand your ongoing financial needs and requirements – and working towards meeting them. 

Please get in touch: we are a small, friendly practice and look forward to getting to know you better. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances. 

*Care fees planning may involve the referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place.