With over 25 year’s experience in the Financial Services industry, Robert Loaring co-founded a highly successful mortgage advice service in 2011, with a vision of being a one-stop shop for all financial needs.

Robert wanted to take the next step to becoming a one-stop shop and expand the businesses expertise into Financial Planning, to offer clients a complete personal journey, with qualified professionals, for all aspects of their Financial Planning needs.

Thames Valley Financial Planning (formley known as Thames Valley Pension & Investments Ltd) was founded in 2022 and joined St. James's Place in December 2023.  Robert has created the Practice to ensure the customers best interest is always at the forefront of everything we do.

We work with families, business professionals, Sole Traders, Partnerships and Limited Companies, investors and clients looking for that next step on the Financial Planning ladder.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.