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BERKSHIRE
FINANCIAL PLANNING

We understand that everyone’s financial needs are different

Your strategic partner in shaping your financial future

BERKSHIRE
FINANCIAL PLANNING

Helping you pass on your wealth to
the people that matter most to you

BERKSHIRE
FINANCIAL PLANNING

Personalised financial planning and wealth management advice to families and business owners in Berkshire and the surrounding counties

“We understand that everyone’s financial needs are different”

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BERKSHIRE FINANCIAL PLANNING LTD

At Berkshire Financial Planning we understand that everyone’s financial needs are different. Every one of our clients receive face to face, discreet, and bespoke financial advice from a dedicated, highly experienced financial planner who is their main point of contact.

Our aim is to build a long-lasting relationship with you based on trust and under-pinned by financial advice tailored to your specific requirements, to help you achieve your financial goals. Clients come to Berkshire Financial Planning for advice at all stages of their life and financial journey.

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WHAT OUR CLIENTS SAY ABOUT US

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INSIGHTS

So to take the first step down the road to financial happiness, just get in touch and arrange your no-obligation consultation.

CALL ON: 01276 942021

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SJP Approved 14/11/2023

Berkshire Financial Planning Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The 'St. James’s Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James’s Place representatives.

Berkshire Financial Planning Limited is registered in England and Wales, Number 12668513. Financial Conduct Authority (FCA) Firm Reference 841673. Registered Office: First Floor Unit S, Roentgen Road, Basingstoke, England, RG24 8N.