Address:4 Commerce Park, Brunel Road, Theale, Reading, Berkshire, RG7 4AB
Phone:0118 923 5090
Contact name:Simon Claxton

Business areas:

  • General Financial Planning
    • Inheritance Tax Planning
    • Investment portfolio planning
    • Corporate employee benefits
    • Shareholder and Key Person Protection for businesses

We’re good at:

Providing reassurance to businesses with turnovers ranging from £1M-£50M and wealthy individuals. Quite simply, our purpose is to make our clients’ lives easier which we do by providing an exceptional and very personal service. We take care of everything allowing our clients’ to focus on what’s important to them.

We like working with:

We are looking for businesses and individuals where the standard “out of the box” insurance solutions does not work. We work well in specific niche areas and have a good understanding in the following sectors:

  • Medical device manufacturers and distributor
  • Recruitment
  • Recycling
  • Social Welfare & Charity
  • Technology
  • Right to manage companies

We also work well with individuals with higher value homes, cars, jewellery and fine art


“I have known Simon for 10 years and have had an opportunity to benefit from his advice on a number of occasions. He has always been extremely professional, personable and efficient in the way he has dealt with my personal and business financial matters. His approach and knowledge are second to none! I would not hesitate to recommend Simon to any individual or company.”

Grazyna Sutherland,
The Principal of London International Study Centre,
Sutherland Education and Sutherland Day Nursery