Our Mission Statement

The mission of Thames Valley Investments is to provide individual clients with financial planning and investment advice.

Our focus is on building long-term relationships with clients, based on trust and experience, rather than selling products, and we expect to use the whole of the investment market to produce steady and above average returns for clients, tailored to fit personal requirements.

Financial planning services vary from an overall review of financial affairs (including a review of existing investments for new clients) to retirement planning, inheritance planning, and arranging insurance policies.  We try to give the type of advice we would want to receive personally if we were not financial professionals, and avoid jargon as much as possible.

Thames Valley Investments does not provide debt management or mortgage advisory services.

History

Thames Valley Investments was established in 2013, it follows the amicable separation of the Berkshire office of Wise Investments Ltd, trading as Wise Investment, which had been in existence since 2004, and previously traded independently as Ager Financial Services Limited since 1994.  Thames Valley Investments represents a continuation of service and experienced Wealth Managers that have been a successful business providing above average investment management and financial services to clients for more than 30 years, despite recessions, stock market collapses and regulatory changes.