Brookmans & Berkeley Wealth Ltd

Independent Financial Adviser  Brookmans & Berkeley Wealth Ltd, Potters bar, Hertfordshire, EN6 5BS
First meeting at adviser's own cost
We specialise in providing high quality personal advice on many aspects of wealth management.
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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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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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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EEA
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Sharia finance
Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Lauren Boys
Independent Financial Adviser

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

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

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Bill Khaliq
Independent Financial Adviser

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

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

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

About us

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 deliver 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 managing 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.

Our services

We assist businesses and Individuals of all ages and backgrounds in the increasingly complex area of corporate financial planning, providing guidance on pensions,investments, mortgages key employees or shareholders, tax reliefs and aspects of exit strategy planning.

Where to find us
Head office address: Brookmans & Berkeley Wealth Ltd, Maple House, High Street, Potters Bar, Hertfordshire, EN6 5BS
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • icons
    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020

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