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.

Update Share

Information

Report

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.

General

Report

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 2022/23 tax year, and how you can use it in your year end tax planning.

Investments

Report

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. A platform brings together your investments and pensions online, allowing you to view them in one place - a bit like online banking. We all know it's important to plan for retirement, but many of us are still not planning well, or early enough.

Mortgages

Report

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.

Be the first to review Berkshire Mortgage Services.

Write a Review