Berkeley Square Associates

Independent Financial Adviser  Berkeley Square House, Mayfair, London, W1J 6BD
First meeting at adviser's own cost
We are a small, boutique and personable company that provides bespoke services designed around the client
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Sharia finance
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Devang Makrani
Associate

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Vishnu Bhagat
Associate

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Susan Hides
Associate

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Louis-Rhys Harvey
CEO

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Louis-Rhys Harvey is very helpful & attentive as well as approachable. He has patiently & clearly explained matters that I previously struggled to understand. I would recommend Louis to anyone, he is a pleasure to deal with.
Lin Cruickshank, Witham, Essex
I have known and been dealing with Louis Rhys Harvey for approximately 6 or 7 years now.. He handles our complete pension and ISA portfolio which has performed extremely well over the years. I like dealing with his company as they always respond quickly to any questions or needs that ii have. They are not pushy at all but I can always have a meeting with Louis when I require it.. I would have no hesitation in recommending his company to anyone that requires independent financial advice, and indeed have recommended him to other people that I know.
Tony Jacks, Essex
Louis Rhys Harvey has been dealing with my pension portfolio for a long time now. Highly recommended. Very approachable. Any advice or concerns I have Louis will get back to me straight away with answers and solutions. I feel very comfortable that my finances are in his safe hands.
Christine Welch, London
Being with one of the largest investment platform providers in the UK I was not happy with the high fees. poor customer service and poor returns I was getting from my investments. I decided I needed to switch and contacted Louis-Rhys Harvey. It was then I realised just how expensive my previous provider was. Louis was able provide lower fees, a greater choice of funds and better performance. Louis has been very patient and helpful with the process.
Greame Wright, London
Brilliant service as always from Louis. Always clear and concise in his approach to explaining things.....we find the service provided to us invaluable; they help make our decisions a lot easier!
Tracy Haste, Essex
Have received excellent financial advice from Louis-Rhys Harvey and its always a pleasure dealing with him. Nothing is too much to ask and has made me confident I made the right decision to use him.
Teresa Faithful, London
They have been very successful with my investments .They are very friendly and always keep you informed how the markets are doing and the advise is top drawer.
Paul Thomas, London
I have been working with Louis for the past 4 years and only have the highest respect for his decision making and ongoing assistance with pension fund management and advice
Lee Tappin, London
I've had my investments with Louis for 10 years now and he has always been contactable and willing to discuss any queries I may have.
Alan Brooks, Essex
Excellent Service, for me as a Business owner and my family.
David West, London
They helped me enormously with my pension planning options. Happy to recommend their services to others.
Ann-Marie Moreno, London
We have always had good service from Louis-Rhys Harvey. Nothing is ever to much bother, and alway get quick responses to enquiries.
Gary Howard, London
I have been with Louis for over 4 years and is always on hand if I have any questions or issues.
Ralph Barrell, London
About us

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.

Our services

Unfettered access to your own adviser/relationship manager, that you can communicate with, as much as you want.

Pensions, ISAs and Investments
Discretionary Fund and Tax Management
Foreign Exchange Services
Insurance
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

You may also like to check how we are doing against our competitors; <url hidden>

As a client of Berkeley Square Associates, you also receive access to our Client Portal to view your portfolio 24/7

Where to find us
Head office address: Berkeley Square House, Berkeley Square, East Hanningfield, Mayfair, London, W1J 6BD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£500,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.3/10
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FCA authorised
Last authorised 16th November 2020

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