Award-winning financial planning and wealth management tailored for successful professionals and business owners.
As a busy professional, personal financial planning often takes a back seat. We provide tailored financial advice, optimizing your wealth for tax efficiency, investments, and retirement. Our ongoing support ensures your financial strategy evolves with your career, so you can focus on your success with confidence.
Retirement today offers more flexibility and personal choice than ever before. With options for phased retirement, part-time work, or new ventures, planning is crucial to ensure your savings last. Our advisers help guide you through these decisions, providing confidence for your retirement journey.
Providing personalised support for business owners at every stage – from starting up, through growth, to maximizing value and planning your exit. My guidance helps you manage cash flow, minimize risks, and ensure your business delivers the financial security you need for your future.
At Berkshire Financial Planning we understand that everyone’s financial needs are different. Every one of our clients receive face to face, discreet, and bespoke financial advice from a dedicated, highly experienced financial planner who is their main point of contact.
Our aim is to build a long-lasting relationship with you based on trust and under-pinned by financial advice tailored to your specific requirements, to help you achieve your financial goals. Clients come to Berkshire Financial Planning for advice at all stages of their life and financial journey.
VouchedFor is an independent service which allows individuals to review their financial advisers. Berkshire Financial Planning have been highly recommended by the people we work with.
We’re proud to have received numerous awards over the years at St. James’s Place, reflecting recognition from both industry experts and the public. While awards aren’t the sole measure of success, it’s rewarding to know our commitment to quality and service is appreciated. Since 2015, we’ve been honored with awards every year, highlighting our continued dedication to excellence.
2023 Awards:
Meetings can be held via video call or in person at your home, your office, or our offices in Camberley or Newbury.
Our initial meeting with you is without an obligation to either side. We view this as a discovery meeting, where we try to establish if we’d be a good fit for each other.
Initial meetings can last anywhere between half an hour and an hour. The purpose of the initial meeting is to get to know you and ensure we fully understand the goals you’re trying to achieve, to determine if we’ll be a good fit for each other.
Any correspondence relating to the product or service you’re seeking advice on. It is also helpful if you bring high-level information about your finances, such as savings, investments, mortgages, pensions, and insurance policies.
No, at the end of the initial meeting, you should walk away with a clear idea of how we can help you. You should leave that meeting asking yourself the following questions: ‘Does this adviser understand me? Does the adviser give me confidence that they can help me achieve my goal?’ Answer to these questions should help you decide if you should engage in a follow-up meeting.
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