We Help Our Clients Plan for their Financial Security
Berkshire IFA specialises in the financial well-being of our 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. One member of staff is a qualified Chartered Financial Planner and others are working towards that accolade.
We specialise in pensions and family wealth planning. Our mission is to give all our client's financial security. We achieve this by offering 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 including Transact, Legal & General, 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 all our clients by name.
We Are ‘Vouched For’
We joined VouchedFor in May 2020, and have started receiving reviews – click on the link below to read what our clients are saying about our services and the quality of advice received.
Berkshire IFA Limited is not responsible for the content of external links or websites.
We do things the right way
As a member of the Personal Finance Society, we maintain professional standards as outlined in the PFS Code of Ethics. The code sets down the principles which all members follow in the course of their professional duties.
- Comply with the code and all relevant laws and regulations
- Act with the highest ethical standards and integrity
- Act in the best interests of each client
- Provide a high standard of service
- Treat people fairly regardless of age, disability, gender, pregnancy and maternity, marriage and civil partnership, race, religion and belief, gender identity, and sexual orientation