Berkeley Morgan Limited

Independent Financial Advice tailored to you

About Berkeley Morgan

Founded in 1991 we are one of the UK’s leading firms offering independent financial advice. With a national network of experienced financial advisers we can cover all aspects of financial planning and wealth management – tax planning, pensions, investments, life and health insurance, mortgages and general insurance.

Our aim is to fully understand your financial needs and aspirations and provide you with impartial advice and the best service. We believe in building a long-term relationship with you to ensure that your financial plans keep pace with changes in your personal circumstances.

Our Role

Our services have developed in response to the needs of our clients. We understand that everyone’s circumstances, ambitions and dreams are different and that there are many options to consider when drawing up financial plans. This is where we can help. Our role is to:

• Understand your current circumstances, your financial objectives and identify how these might be achieved. We will do this during an initial consultation meeting. As everyone is different we may wish to meet with you more than once at this stage to ensure a full understanding of your financial goals and objectives.
• Consider all the appropriate options to help you meet your financial goals and develop a financial plan to help you towards achieving these goals, in the most tax efficient ways
• Implement these plans, once we receive your agreement, and monitor and revise your plans over time.
• Maintain a close relationship with you and through regular reviews of your financial plans help you stay on course to achieve your financial goals

Independent Financial Advice

Choosing the right person to help you with your financial planning can be a difficult decision. There are a number of ways of obtaining advice.

You can go directly to your bank, building society or insurance company who can provide you with financial products but generally only from their company. As “Whole of Market” Advisers we select from all of the products available in the market to make sure that you are offered the right products taking full account of your circumstances, needs and aspirations.

In addition we will provide you with a written financial plan detailing the products we recommend and the reasons why we think that they are right for you. We will only implement a financial plan for you with your full agreement.

All our advisers are fully authorised and regulated by the Financial Services Authority and when recommending financial products must take into account the benefits provided, any charges, the flexibility of the products, service and the financial strength of the company being recommended.

For a free consultation without obligation please click here

Your home may be repossessed if you do not keep up repayments on your mortgage.