We Help Our Clients Plan for their Financial Security
Berkshire IFA specialises in the financial wellbeing of clients. Our team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry. We specialise in pensions and family wealth planning. Our mission is to give all our client's financial security by offering the same high levels of service and giving situationally based advice, that’s entirely focused upon individual needs and requirements. This is facilitated by our close links with all the major pension providers such as Transact, L&G, Aegon, Standard Life, Aviva and Prudential – to name a few.
High Quality Advice and Parity of Service
As a result of our objective to offer high quality advice rather than maintaining a high number of clients, we are able to offer a personal service, so when we pick up the phone, we know our clients by name. Something that cannot always be said about other companies.
Berkshire IFA Limited is regulated by the Financial Conduct Authority
Berkshire IFA Limited 11248066 - Berkshire IFA Limited, Albany House, 14 Shute End, Wokingham, Berkshire, RG40 1BJ
FCA Number 826120, email: firstname.lastname@example.org, telephone: 0118 334 3500
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