Berkeley Square Associates
We are a small, boutique and personable company that provides bespoke services designed around the client
We can advise you on
check
Pensions & retirement
chevron_up
check
Pension consolidation
check
Pensions & retirement planning
check
Buying commercial property
check
Next home / Remortgaging
check
Self-employed mortgages
check
Financial planning
chevron_up
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Offshore investments
check
Socially responsible investments
check
Savings for children
check
School fees planning
check
Insurance & protection
chevron_up
check
Buildings and contents
check
Income protection insurance
check
Tax & trust planning
chevron_up
check
Expatriate finances
chevron_up
check
Commercial mortgages
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Stockbroking services
chevron_up
check
Stockbroking services
check
Sharia finance
chevron_up
check
Long Term Care
chevron_up
Last authorised 18th January 2021
Meet our advisers
Dev Makrani
Associate
Qualifications & Accreditations
chevron_up
DipFA - Diploma for Financial Advisers (LIBF)
chevron_up
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
Vishnu Bhagat
Associate
Qualifications & Accreditations
chevron_up
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
chevron_up
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.
DipFA - Diploma for Financial Advisers (LIBF)
chevron_up
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
Susan Hides
Associate
Qualifications & Accreditations
chevron_up
Dip PFS - Personal Finance Society Diploma (PFS)
chevron_up
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Louis-Rhys Harvey
CEO
Qualifications & Accreditations
chevron_up
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
chevron_up
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.
DipFA - Diploma for Financial Advisers (LIBF)
chevron_up
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
Louis-Rhys Harvey
CEO
Qualifications & Accreditations
chevron_up
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
chevron_up
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.
DipFA - Diploma for Financial Advisers (LIBF)
chevron_up
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
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
They helped me enormously with my pension planning options. Happy to recommend their services to others.
Ann-Marie Moreno, London
Excellent Service, for me as a Business owner and my family.
David West, 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
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 have been with Louis for over 4 years and is always on hand if I have any questions or issues.
Ralph Barrell, London
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
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
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
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
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
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
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, Mayfair, London, W1J 6BD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£500,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Compliance
Your home may be repossessed if you do not keep up
repayments on your mortgage.
