Brookmans & Berkeley Wealth Ltd
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group protection
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Expatriate finances
- EEA
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
- Payment protection insurance
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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.
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.
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