• Michael Roberts FPFS

A new home for Spend Time


I am delighted to let you know that, after seven years at Innovation House, we have just completed a move to our new office in Wokingham.


We were very fortunate to find a beautiful barn in a more rural location. Besides providing a very calm and quiet atmosphere in our new relaxed meeting room, we're still conveniently located from Wokingham town centre and now also very easy to reach from the motorway, and with plenty of parking.


We are fully moved in, everything is in its right place, and we look forward to welcoming you.


A new way to do Financial Planning


For me, there's nothing quite like getting out in the fresh air and open space for some clear thinking, and we have the perfect walk around the countryside right from our new doorstep.


We will soon be launching the option of a walking Financial Planning meeting. Rather than being stuck inside the whole time (especially on a beautiful summer's day like today), I'd love for you to join me on a walk to explore our new surroundings while we catch up and chat about your plans. Afterwards, come back to The Barn so we can update your Plan in the normal way. If this is of interest, simply select the Walking Meeting option in the calendar when you next schedule a meeting.


Our new address


Our telephone number remains the same. Our new address is as follows:


The Barn

Waterloo Road

Wokingham

RG40 3BY


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I look forward to catching up soon.


Best wishes,




Michael Roberts

Chartered Financial Planner and Director

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