Berkshire Financial Consultancy

At Berkshire Financial Consultancy and Berkshire Mortgage Services, we are committed to providing expert financial planning and guidance to individuals and corporate clients. Our team of experienced professionals offers a comprehensive range of services, including mortgages, pension planning, investments, and protection, to help you achieve your financial goals.

Our Philosophy

Our philosophy is built on the principles of building long-term relationships, mutual openness, and trust. We understand that every individual's needs and objectives are unique, and therefore, we provide personally tailored advice to cater to their specific requirements. Our aim is to ensure that we provide quality, professional service that meets the highest standards.

Our Services

We offer a wide range of financial services, including mortgages, pension planning, investments, and protection. Our mortgage services include tailored advice on residential and commercial mortgages, remortgages, and buy-to-let mortgages. Our pension planning services help you plan for your retirement, including personal pensions, stakeholder pensions, and self-invested personal pensions. Our investment services include advice on stocks and shares, bonds, and other investment products. Our protection services provide you with financial security, including life insurance, critical illness cover, and income protection.

Our Approach

We believe that financial planning is an ongoing process that requires regular review and monitoring. As your needs and circumstances change over time, we ensure that agreed contact is maintained with our clients to consider and discuss any changes that may be appropriate. Our team of experts will work closely with you to understand your goals, assess your financial situation, and provide you with tailored advice and solutions to help you achieve your objectives.