Berry Financial Planning has been established to provide a structured and clear approach to financial planning for both corporate and private clients. We provide a bespoke service that is designed to help you plan for your future and we will work with you to assess your needs before designing a suitable strategy to achieve your short, medium and long term financial goals.
Importantly, we will ensure the strategy remains flexible enough to cope with the uncertainties that lie ahead. Operating from offices in the North West of England we provide unbiased whole of market financial advice to companies and individuals across the United Kingdom.
Importantly, we will ensure the strategy remains flexible enough to cope with the uncertainties that lie ahead. Operating from offices in the North West of England we provide unbiased whole of market financial advice to companies and individuals across the United Kingdom.
Services
Matthew entered financial services as a graduate trainee for a major life assurance company in 1997 having graduated from the University of Sheffield.
Having gained broad industry experience of the profession and prior to establishing Berry Financial Planning he worked as a Senior Adviser for a national firm of independent financial advisers where he directly helped the organisation to achieve status as 'Large IFA of the Year' as judged by the professional magazine 'Financial Adviser' for an unprecedented three years in a row from 2005 to 2007.
Having gained broad industry experience of the profession and prior to establishing Berry Financial Planning he worked as a Senior Adviser for a national firm of independent financial advisers where he directly helped the organisation to achieve status as 'Large IFA of the Year' as judged by the professional magazine 'Financial Adviser' for an unprecedented three years in a row from 2005 to 2007.
Financial Planning is our business and at Berry Financial Planning we are passionate about making sure that your finances are in good shape. Our range of personal financial planning services is extensive covering areas from pensions, equity release to inheritance matters and tax efficient investments.
1 Unbiased - We are passionate about providing the best financial advice so that when we research the market place to find the right products for our clients we research the whole of the market without exception. For your information, our regulator the Financial Conduct Authority places on Berry Financial Planning a legal duty to provide 'best advice' to clients and we can only do this we feel by searching the whole of the market.
Please feel free to experiment with and explore our various calculators. They have been provided with a view to assisting in reviewing your own financial position. Do however bear in mind that the specialised services we provide are highly complex and we would not suggest acting on any investment or financial planning decision without consulting ourselves first.
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