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.
We know that deciding to seek financial advice and finding the right professional to support you is a big decision. So here are few of the reasons why you should consider working with us.
Our Partnership
As a Partner Practice of St. James’s Place, the largest advice firm in the UK, we are proud to serve nearly one million clients with over £181.9 billion invested through the group. This partnership allows us to offer you the personal touch you’d expect from a smaller firm, along with the reassurance and security that comes from being part of a large, established company.
Our Advice Guarantee
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
This quite simply provides you with reassurance and peace of mind when planning your financial future.
Our Expertise
Our team of advisers brings a wealth of knowledge to the table, supported by industry recognised qualifications. We pride ourselves on being a knowledgeable and experienced firm dedicated to delivering outstanding service and support tailored to your needs.
We work together for your benefit
While we guide you personally on your financial journey, we believe in the power of collaboration. Where required, we delegate tasks to our in-house and external technical specialists by working with other professionals, such as your accountant, lawyer, or personal coach, to ensure you receive the best advice possible.
A Friendly Face
You will always have a single point of contact throughout your journey with us—Samsu Miah, the principal owner of our firm and your dedicated financial planner. You can be confident that you’ll receive the friendly, approachable service you deserve from someone who understands you on a personal level, rather than just being another number in a large organisation.
We are regulated
Rest assured, we are authorised and regulated by the Financial Conduct Authority (FCA). You can check our details on the FCA Register for added peace of mind.
We are Top Rated
We’re proud to have been featured in the VouchedFor Top Rated 2024 guide, published by The Times, marking four consecutive years as a Top Rated firm! Click here to learn more about our achievements.
We are honoured by the awards and recognition SJP have received. Corporate awards recognise the best service levels and most consistent high performance within business sectors.
We are a Partner Practice of St. James Place because we believe in their distinctive approach to investment management and face-to-face advice service offering.
At the heart of Berkshire Financial Planning is me Samsu Miah. I founded Berkshire Financial Planning in 2019, after spending 15 years working for two of the biggest banks in the UK and Europe.
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.
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