Axis Financial Planning Ltd.

Financial Advisers in Wokingham, Berkshire

Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. We are a family business and we put our clients firmly at the heart of everything we do, enabling us to run a genuinely client-focused business. In our experience, no two clients are the same and therefore we ensure we understand each personal or business objective – and then deliver the solution right for you.


We can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring any solution put into place remains effective in the future. We tailor our service to provide bespoke solutions that are flexible enough to adapt to ever-changing needs.


Our Service


Our core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning individuals and business clients.
Our commitment to you is:

  • Providing highly experienced and qualified personal face-to-face financial advice
  • Understanding your individual financial circumstances and objectives
  • Affording you the opportunity to review your financial affairs regularly
  • Agreeing and adhering closely to an ongoing servicing framework as agreed with you

Contact details

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03456 121 230



Axis Financial Planning Limited
Hargam House
40 Sandhurst Road
RG40 3JD

List of Services


  • ISAs
  • Unit Trusts
  • Investment Bonds
  • Investing for Income
  • Offshore Investments
  • Discretionary Fund Management
  • Tax Advantaged Investments


  • Personal Pensions
  • Drawdown*
  • Occupational Pension
  • SIPP
  • SSAS

Personal Insurance

  • Long Term Care
  • Life & Term cover
  • Critical Illness
  • Family Income Benefit
  • Income Protection
  • Relevant Life cover
  • Whole of Life

Business Insurance

  • Shareholder Protection
  • Key Person
  • Group Life
  • Group Income Protection

Wealth Preservation

  • Inheritance Tax Planning
  • Trust & Estate Planning
  • Entrepreneurs’ Relief
  • Business Relief


Trusts are not regulated by the Financial Conduct Authority.

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 dependant on individual cirmcumstances.


* Inflation will reduce what you can buy in the future with the proceeds of your investment. The aim of the investment is to provide an income for your retirement. The level of income available in retirement will depend on the level of contributions, the performance of your investment, how much is deducted for charges, the taxes that must be paid and what rate is used for converting your fund into an income. The tax rules could also change unexpectedly and this may reduce how much you get back from your investment.

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.


Axis Financial Planning Limited is registered in England and Wales, Number 3816687. Registered Office: Hargam House, 40 Sandhurst Road, Wokingham, Berkshire, RG40 3JD, England.

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We provide Financial Advice in...

Financial Adviser in Berkshire; Ascot, Bracknell, Hungerford, Maidenhead, Newbury, Reading, Sandhurst, Slough, Thatcham, Windsor and Wokingham


Financial Adviser in Surrey; Ashtead, Banstead, Camberley, Carshalton, Caterham, Cheam,  Chertsey,  Cobham, Coulsdon, Cranleigh, Croydon, Dorking, East Molesey, Egham, Epsom, Esher, Farnham, Godalming, Godstone, Guildford, Haslemere, Hindhead, Horley, Kingston upon Thames, Leatherhead, Lightwater, Lingfield, Mitcham, Morden, New Malden, Oxted, Purley, Redhill, Reigate, Richmond, South Croydon, Surbiton, Sutton, Thornton Heath, Wallington, Walton-on-Thames, West Byfleet, Weybridge, Woking and Yateley


Financial Adviser in Hampshire; Aldershot, Alresford, Alton, Andover, Basingstoke, Bishops Waltham, Bordon, Brockenhurst, Eastleigh, Emsworth, Fareham, Farnborough, Fleet, Gosport, Havant, Hayling Island, Hook, Liphook, Liss, Lymington, Lyndhurst, Petersfield, Portsmouth, Ringwood, Rockbourne, Romsey, Southampton, Southsea, Whitchurch and Winchester


Financial Adviser in Wiltshire; Amesbury, Calne, Chippenham, Devizes, Malmesbury, Marlborough, Melksham, Mere, Pewsey, Salisbury, Shaftesbury, Swindon, Trowbridge, Warminster and Westbury


Financial Adviser in Oxfordshire; Abingdon, Banbury, Bicester, Chipping Norton, Didcot, Faringdon, Henley-on-Thames, Oxford, Thame, Wallingford, Wantage and Witney

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