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.
We are a family run boutique financial advisory firm based in Camberley serving clients in Berkshire and surrounding counties.
The firm was established in 2019 with the mission to empower individuals and families to achieve their unique financial goals while enjoying life’s journey. We recognise that each client has distinct values and aspirations, and we strive to understand your personal purpose to provide tailored advice that reflects what matters most to you.
Our dedicated team is committed to simplifying the complexities of financial management, ensuring you feel confident and supported every step of the way. We believe in the power of good advice, built on a foundation of trust and collaboration, enabling you to navigate the uncertainties of financial success.
With our extensive experience and personalised service, we aim to be your steadfast partner in realising your dreams, helping you balance ambition with a fulfilling life.
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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