At Berkeley Square Associates we are privileged to have a small, boutique company that provides bespoke services designed around the client. This is how we believe a financial advisory company should be.
We provide a free online system for our clients to log in to via our website and our online app. This allows them to see their portfolio at anytime, 24/7. Their appointed Associate is then on hand, again, pretty much at anytime should they wish to discuss anything or have a visit/phone call. There is no fee for meetings, any communication and so on.
As standard we then review our client’s attitude to risk on a 6 monthly basis, via our client portal system. If anything is noted that needs to be discussed we then contact the client to discuss this further.
Unfettered access to your own adviser/relationship manager, that you can communication with for free, as much as you want.
Pensions, ISAs and Investments
Discretionary Fund and Tax Management
Foreign Exchange Services
Auto Enrolment (Company Pensions)
Company Legacy Planning
Will Writing and Estate Planning*
Funeral Cost Planning*
Free Review with an Accountant and or Solicitor
Free review with business data protection specialists
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As a client of Berkeley Square Associates, you also receive access to our Client Portal to view your portfolio 24/7
Your home may be repossessed if you do not keep up repayments on your mortgage.
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