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.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Financial planning isn’t just about numbers - it’s about securing what matters most

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Who we serve

As a busy professional, personal financial planning often takes a back seat. We provide tailored financial advice, optimizing your wealth for tax efficient investment and retirement planning. Our ongoing support ensures your financial strategy evolves with your career, so you can focus on your success with confidence.

Successful Professionals

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 help make your savings last. Our advisers help guide you through these decisions, providing confidence for your retirement journey.

Planning Retirement

Providing personalised support for business owners at every stage – from starting up, through growth, to aspects of your exit planning. My guidance helps you manage cash flow, minimize risks, and help your business deliver the financial security you need for your future.

Business Owners

See what our clients are saying

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. These reviews have been gathered and displayed directly through VouchedFor and therefore have not been verified by SJP.

Speak to an Expert

Fairdene
Brackendale Close
Camberley
Surrey
GU15 1HP

tel: 01276 942021

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