Berkeley Square Associates

Independent Financial Adviser  Berkeley Square House, Basildon, Essex, SS14 3JJ
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
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
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

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.

What our clients say
Thomas has been working with us for the last 2 years in managing a trust fund portfolio and his advice and guidance in managing the fund has been invaluable. We receive regular financial updates, have regular face-to-face meetings and are able to view and monitor our portfolio online. If we have queries or questions, Thomas is always quick to respond; Aventur Wealth provide us with an exceptional service.
Susan, London
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
Aventur Wealth looks after my investments and does a great job! Always there to help with any questions, usually do my remortgaging through them as well.
Stuart Young, 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 communication with for free, 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
  • phoneButton
    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.

Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 21st September 2020

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