Berkshire Financial Consultancy and Berkshire Mortgage Services were established in 2001 and provide face to face financial planning to both individual and corporate clients. Our advice is always personally tailored to reflect the individual needs and objectives of our clients. As needs and circumstances will change over time, we believe it is important to ensurethat financial planning is reviewed on an on going basis to keep up to date.
Wetherefore ensure that agreed contact is maintained with our clients to consider anddiscuss any changes that may be appropriate. Rising wholesale gas prices means some companies are unable to supply energy customers have paid for. Events in Afghanistan highlighted "serious weaknesses" in the government's approach, a committee says.
Wetherefore ensure that agreed contact is maintained with our clients to consider anddiscuss any changes that may be appropriate. Rising wholesale gas prices means some companies are unable to supply energy customers have paid for. Events in Afghanistan highlighted "serious weaknesses" in the government's approach, a committee says.
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Also known as 'key man insurance', this can compensate a business for financial losses arising from the death, or extended incapacity, of a specified employee or director. This can provide a business partnership with the funds to 'buy out' or compensate the deceased's dependants, should a business partner die.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2021/22 tax year, and how you can use it in your year end tax planning.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.
Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2021/22 at 20,000, while several new ISA variants, offer savings "bonuses".A platform brings together your investments and pensions online, allowing you to view them in one place - a bit like online banking.
Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2021/22 at 20,000, while several new ISA variants, offer savings "bonuses".A platform brings together your investments and pensions online, allowing you to view them in one place - a bit like online banking.
A mortgage is likely to be the single largest financial commitment you ever make. There's a wide range of mortgage products out there, with varying interest rates and repayment options available. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. A workplace pension is a way of saving for retirement arranged by an individual's employer.
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