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”


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.

Are you paying unnecessary tax?

There are many simple, permissible, and effective ways to help reduce your tax bill.

Answer 11 short questions to help us identify simple but effective tax-saving opportunities that may be relevant to you.


  • Testimonial #4.1
  • Testimonial #5.1
  • Testimonial #3.1
  • Testimonial #2.1
  • Testimonial #1.1
Samsu plugged all our pensions, investments, and expenditure detail into his software and helped me to better understand my current and future circumstances. We will now have the appropriate pensions transferred into one place where we anticipate it being better invested. We now have more clarity on the future and a greater degree of security. David - Yateley
He took the time to listen to what I had to say and responded accordingly, his advice was relevant to my situation and he made no attempt to 'blind me with science'. Whilst some of his advice regarding my financial situation was hard to hear, it was this honesty that has ultimately gained my trust. Liz - Alton
Sam provided education, advice and guidance on both pension consolidation for my wife and I, and made us understand the value of investing according to our future needs without pressure. He provided us with full recommendation that was easy to understand and make qualitative decisions from. At all times during the process, Sam acted both friendly, personal, and professional towards my wife and I, and he was never shy of providing detailed explanations on anything we questioned along the way! Peter – Reading
Sam paid several visits to discuss details of the various investments and explain possible alternatives plans and the costs involved. He has also gone out of his way to assist me with the transfer of my deceased wife's investments. He helped me with the tax complications in cashing in International Investment Bonds, arranging alternative of the funds in the UK which included gifting to family/reinvestment, with due regard to Income and Inheritance Taxes. He has simplified my investments which I had with various providers. D Thomas, Retired Chartered Engineer
I was very impressed by Sam’s in-depth research and the time he spent explaining my options. As a result of the bespoke service he provided, I have recommended him to family members and friends. Mr A Kibria, IT Consultant, Camberley


Please enable JavaScript in your browser to complete this form.


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
Loading posts...
Sort Gallery