Services

We offer an excellent wealth management service which will help you achieve your goals

I need to review my protection policies as my circumstances have changed, I would like to arrange a no-obligation meeting or call back

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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.

Services

We offer an excellent wealth management service which will help you achieve your goals

Protecting you and your family

Savings and investment planning

Retirement planning

Estate and inheritance tax planning

Mortgages

Other services

I need to review my protection policies as my circumstances have changed, I would like to arrange a no-obligation meeting or call back