Berkshire IFA Limited - Wokingham
Financial Planners
Albany House, 14 Shute End, Wokingham RG40 1BJ
Most Recent Comments
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July 2023
Ashton and the team are clear and transparent in their advice. I recommend them!
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January 2023
Have used Berskhire IFA for several years now for help with the mortgage and managing a pension fund. They've always been diligent and thorough in their responses, making sure we had all the information we needed and were proactive in any recommendations on decisions we should be aware of and prepared to make.
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December 2022
I went here for mortgage and pension advice and was very happy with their helpful and professional service - a definite recommendation from me.
More Comments(5)
From Berkshire IFA Limited - Wokingham
Berkshire IFA Limited specialises in the financial wellbeing of clients. Our mission is to give all our client's financial security by offering the same high levels of service, and giving situationally based advice, that’s entirely focused upon an individuals needs and requirements.
Our team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50 year career in the wider finance industry. We specialise in pensions, investments, retirement planning, financial planning, SIPPs, Defined Benefit and Defined Contribution Pension Advice.