MWA Financial Advice
Independent Financial Advice – Built Around You anf Your Family. Providing clear, independent financial advice to individuals and families at every stage of life. With over eight years’ experience and UK-wide support through MWA Financial Advice, tailored solutions are offered for pensions, investments, inheritance tax planning, financial protection and mortgages. A free, no-obligation initial meeting is available to ensure the advice is right for you. Plan today. Protect tomorrow. Support the next generation.
Locations: Reading, Earley, Lower Earley, Woodley, Sonning, Winnersh, Wokingham, Arborfield, Sindlesham, Barkham, Three Mile Cross, Shinfield, Swallowfield, Mortimer, Burghfield Common, Burghfield, Theale, Calcot, Tilehurst, Purley, Pangbourne, Caversham, Kidmore End, Sonning Common
Services include: Investing, Pensions, Protection, Saving, Inheritance tax, Estate planning, Long term care funding, Mortgages
Latest Reviews and Feedback
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We have been working with Trystan for five years and we’re very pleased with the service that he provides. As we’ve neared retirement, he has provided clear, tailored advice that helped us make informed decisions about our financial future. Trystan always takes the time to work through the various options to ensure that we comfortable with his recommendations and we’re very happy with the results.
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I’ve known Trystan Rees for several years, during which time he has been very supportive to me and my family with clear financial guidance that reflects our current circumstances, priorities and future planning. My main goal has always been to create a reliable income from my investments, and Trystan has been instrumental in helping me achieve that. He took the time to review an older portfolio of ours and restructured it in a more modern and efficient way, making adjustments to keep everything aligned with our long?term plans.
Trystan has helped us understand what level of regular income would be realistic and sustainable, explaining everything clearly in terms we both know. We have always felt fully informed and comfortable with each decision we’ve made together, and trust him completely in every piece of advice he gives us.
Our ongoing meetings give me real confidence that someone is paying close attention to our financial goals, both for today and for the years ahead. It’s reassuring to know that our future is being looked after with such care and expertise.
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Trystan was fantastic in assisting me with my first property as my mortgage broker and financial advisor. He was great at looking at all options and walking through all the steps. He was really quick in turning everything around and worked well with my solicitors as well. I would recommend Trystan in a heart beat!
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I'm pleased to recommend Trystan Rees as a Financial Advisor. He has provided me with pension advice leading up to and during my retirement. The discussions around what I wanted from my pension, recommended products and ongoing plan to achieve this were handled very patiently and professionally. He is pleasant, excellent at explaining financial complexities and the options available and has a thorough knowledge of the industry and what is available. He tailors his explanations to the clients level of financial understanding, in my case this sometimes required diagrams. Thanks to Trys everything was in place in time for my retirement. We now have an annual review of pension performance and are moving on to inheritance planning. In two years, I've gone from overwhelmed at the pension options available to having a regular pension income that meets my needs and financial planning moving forward and I'm very happy with the results.