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Company details
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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.
Contact info
Albany House, Shute End, , RG40 1BJ, Wokingham, United Kingdom
- 0118 334 3500
- post@berkshireifa.com
- berkshireifa.com
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