Berry Financial Planning

Our Vision

Berry Financial Planning is dedicated to empowering individuals and families in the North West of England to achieve financial clarity and security. We believe that financial planning is a journey, not a destination, and we are committed to standing by your side every step of the way.

Who We Are

Our experienced team of qualified financial planners have extensive knowledge and expertise across all aspects of personal finance. We pride ourselves on providing:

• Personalised attention: We take the time to understand your unique financial goals and concerns.
• Transparency: We provide clear and concise information about your financial situation and the options available to you.
• Collaboration: We work in partnership with you to tailor a plan that aligns with your individual needs and aspirations.
• Integrity: We are committed to upholding the highest ethical standards and providing unbiased advice.

Our Services

We offer a comprehensive range of personal financial planning services, including:

Retirement Planning

• Accessing your pension tax-free cash lump sum
• Maximising income generation from your pension
• Exploring open market options to enhance your retirement savings

Home Equity Release

• Understanding your options for releasing equity from your home
• Evaluating eligibility for various equity release schemes
• Comparing different providers and products to secure the best terms

Tax & Investments

• Tax-efficient investment planning
• Inheritance planning
• Capital gains tax mitigation strategies

And More

• Mortgage advice
• School fee planning
• Stamp duty planning

Why Choose Berry Financial Planning?

Our values of trust, integrity, fairness, and exceptional customer care underpin everything we do. We are committed to:

• Building strong, lasting relationships with our clients
• Providing clear and concise explanations
• Regularly reviewing and updating your plan to ensure its ongoing effectiveness
• Treating every client with respect and dignity

Get Started Today

We invite you to contact us for a complimentary initial consultation to discuss your financial goals and concerns. We are confident that we can provide the guidance and support you need to achieve financial stability and peace of mind.