Financial Advice: A Secure Future For You and Your Family

Berkshire Mortgage Services established Berkshire Financial Consultancy in May 2001 by 4 experienced Financial Advisers. The company now has 5 Financial Advisers/Consultants who collectively have in excess of 85 years experience in financial planning

We aim to provide clear, straightforward solutions to assist in planning a secure future for you and your family in the comfort of your own home and are committed to providing face-to-face advice.

We cover many aspects of financial planning including:

• Retirement Planning
• Retirement Annuities
• Investments
• Savings
• Wills
• Accident, sickness and unemployment
• Inheritance tax planning
• Commercial mortgages
• Buildings and contents insurance
• Protecting your mortgage
• Critical illness cover
• Life cover

Our Expertise is at Your Disposal

All our Advisers are qualified and look to provide you with professional advice. We always look to provide solutions for your needs that work throughout the many different stages of your life.

Insurance and investment products differ greatly in areas such as tax treatment, charges or investment returns and we will always look to ensure you receive advice about the product that best meets your needs.

How Can We Help

Our wide-ranging advice covers plans and services for many areas of your financial life.

Building Your Wealth

Make your money work harder for you by speaking to us about a range of savings and investment plans designed to help you grow your money, produce income or do both.

Preparing for the Unexpected

Prepare for the unpredictable twists and turns of life . We can help you protect your family, safeguard your business or make sure your mortgage is secure.

Setting Up Home

Buying a home is one of the biggest financial commitments you will ever make. Berkshire Mortgage Services is available for advice on a mortgage that is right for you and we will guide you through all the repayment options available, along with all the different interest rates.

Enjoying Your Future

Looking forward to a secure and prosperous retirement by making plans now is of course very important and whether you are an employee without a company pension scheme, self employed or someone who already has a pension plan, we can advise you on the best ways to help you achieve a secure financial future for yourself and your family.