Berry Financial Planning Ltd

Independent financial adviser  Bispham Village Chambers, Blackpool, Lancashire, FY2 0HJ
First meeting at adviser's own cost
The Fylde Coast’s No.1 Retirement Income specialist, according to Freeindex on-line business directory, providing independent expert Equity Release advice.
We can advise you on
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Buy my next home
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Equity release
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Matthew Berry
Director

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
Very efficient service, providing a clear understand of my retirement options. I will recommend this service to my friends.
Tom Rowe, Poulton
From the moment Mr Berry contacted me by telephone I felt reassured that I would get the best possible pension deal. From beginning to end Mr Berry kept me informed about the various stage the process was in. Everything was carefully explained in terms that were easily understood. I wouldn't fail to recommend Berry Financial Planning to anyone.
Peter G Smith, Carleton
We cannot recommend Berry Financial Planning highly enough. Matthew is friendly, knowledgeable, clear and efficient - we feel so much more confident about our finances now and our minds are at rest that we have everything in place that we need thanks to his advice. Thank you very much for all your work, and thank you for handling our sensitive personal situation so kindly and professionally, it really helped. We will be recommending you to everyone! Robert and Jenny.
Jenny Shillitoe, Preston
About us

We are the Fylde Coast's No.1 specialists in retirement income planning according to the <url hidden> online business directory and we help clients get the best Equity Release Plan for them and maximise their pension income using the open market option and we also take care of all the paperwork to save you time.

Our services

We are the Fylde Coast's No.1 specialists in retirement income planning according to the <url hidden> online business directory and we help clients get the best Equity Release Plan for them and maximise their pension income using the open market option and we also take care of all the paperwork to save you time.

Where to find us
Head office address: Bispham Village Chambers, 335 Red Bank Road, Bispham, Blackpool, FY2 0HJ
Preferred clients
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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