Box Financial Planning

24/09/2025

Well with the Autumn Budget coming up - if you feel you need a review of your Finances and the possible changes that will occur - please contact us for a friendly and free initial discusion.

Call 0118 3320022 or e-mail me at [email protected]

Paul Howard
Box Financial Planning
FCA 607322

02/01/2024

10 Years ago today - Box Financial Planning opened its doors!

On the 2nd January 2014, I formally started Box Financial Planning, having received the appropriate Financial Conduct Authority authorisations just before Christmas.

How time flys and and I am delighted to still be open and still be providing the same low cost, quality independent financial advice as I wanted to back then.

I am pleased to say the very first person to contact me - is still a client today.

Here's to the next 10 years!

24/12/2023

Happy Christmas all - I hope 2023 was good for you all and 2024 will hopefully be even better.

22/08/2023

Had to again turn off reviews - SPAM SPAM SPAM - no thank you!!

31/07/2023

Please only post reviews about Box Financial Planning - Spamming/advertising of other services will be deleted and Meta informed. Thank you

21/07/2023

Please ignore all the SPAM 'Review' postings being made - promoting pretty much everything other than what we do!!!

05/10/2022

Please note, the Box Financial Planning e-mail system and our Web Site, is currently down and fingers crossed they should be up and working shortly.

If you have tried to e-mail use since late Monday afternoon, the e-mail may have been bounced back to you and we apologise for this.

In the interim, if you wish to contact us, please call on the normal number of 0118 3320022.

Thank you

Paul and Kat

12/06/2020

I am pleased to announce the office is now open for meetings.

Upon arrival at the office, please read and follow the safety procedures we have put in place to keep everyone safe.

25/03/2020

Is it me or does Facebook seem overloaded with Life Assurance Firms offering cover from £10 per month?

….and most don't seem to provide advice!

It doesn't cost any more to receive advice (rather than information) - so why not contact us to receive personal advice, rather than be asked 'what do you want and how much cover do you want'?

Please call us on 0118 3320022 or e-mail [email protected] if you would like to receive independent and impartial advice.

24/03/2020

Due to the Corona Virus (Covid-19), our Office in Sonning Common will be closed to the General Public and we are now unable to visit you at your home or place of work, due to the Government Legislation on Social Distancing. Therefore should you require advice while the Government 'Lockdown' is in force, this can be provided over the telephone or via a Video call.

Please therefore call us on 0118 3320022 and leave a message or e-mail us at [email protected] and we shall get back to you as soon as possible.

In the interim, please stay safe.

24/10/2019

“Win a Box from Box”

Please contact me to find out how you can enter our luxury Christmas Hamper prize draw!

Not only can you receive up to three chances of winning the Luxury Christmas Hamper, but to celebrate the festive period and Box Financial Planning 6th Anniversary of providing quality, local advice, 20% of any agreed fee received will be donated to a local Charity – so even if you don’t win, a deserving local Charity will.

To enter :-

1) Please arrange a meeting with Box Financial Planning, for a free and without obligation initial discussion – and you will be given a free entry into the Prize Draw.
2) Should we agree that there is areas of advice required and a formal recommendation is provided, Box Financial Planning will make a Charitable Donation of 20% of any Report or Transaction Fee (or 20% of any commission received on a Protection or Mortgage Advice) – and you will be given a second entry into the Prize Draw.
3) Should any proposed advice be accepted you will be given a third entry into the Prize Draw.

The Draw is expected to take place on Tuesday 17th December 2019, so delivery can be arranged in time for Christmas.

Please e-mail me on [email protected] or call 0118 3320022.

Good luck!

22/02/2019