Welcome to Brookmans & Berkeley Wealth

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and advise on solutions that are right for you.

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.

We aim to deliver our commitment by:

• Providing personal face-to-face financial advice

• Giving you the opportunity to review your financial affairs regularly

• Effectively advising on your investments via our distinctive approach

• Keeping you informed of the latest news and any changes that might affect your personal situation

• Listening to your feedback

• Ensuring that our dealings with you are sensitive to your needs

Receiving correct and appropriate financial advice tailored to your needs is imperative in ensuring successful financial planning.

Here at Brookmans & Berkeley Wealth Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth planning and financial planning, it also helps ensure that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.

To look after our clients money and future wealth by advising them on planning financially for the future. To offer a professional, friendly and personal service where we believe the advice given is second to none.

Receiving correct and appropriate financial advice tailored to your needs is imperative in ensuring successful financial planning.

We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals.

We specialise in a wide range of financial needs, from retirement planning, savings and investment planning, tax and estate planning and protection to corporate financial planning.

We advise clients in establishing invaluable financial planning strategies. We are aware that regular meetings to maintain, update and review planning are crucial to our role and clients’ best interests.

The Financial Conduct Authority does not regulate some forms of tax advice and estate planning.