About you.

At Berkshire Financial Planning, we believe that financial planning goes beyond simply selecting the best pension plan or timing your investments in the stock market. And it certainly isn’t about what you read in the Sunday papers; Real, effective financial planning is about helping you get answers to those crucial questions such as:

• Am I on track? Am I off track? If so, what do I need to do to get back on track?
• Can we afford to put our children through further education without impacting our own lifestyle?
• Can we choose when to retire on our terms rather than when we’ve just had enough?

We believe that financial planning is about more than just numbers. It’s about understanding what is important to you, and working out how to protect and nurture that in the years to come. Our unique approach means that your goals and priorities are always at the heart of your strategy, and we are on hand to help you achieve them. We develop ongoing relationships with our clients, based on face-to-face meetings, tailored advice and a personal investment in your success. We don’t believe in being the silent, unseen partner. At Berkshire Financial Planning, we want to actively help you carve out a path to your own future, whatever that may look like.