About Berkshire IFA

We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
Our team has years of experience helping clients prepare for the unknown while meeting their financial goals. As an independent financial services firm, we can access all areas of the market, so you get advice specifically tailored to your personal and financial objectives. Comprehensive Approach We use proven finance strategies designed to meet your risk tolerance and stand up to market volatility. This is especially true now. Committed to Service Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long-term and short-term strategies that will help you realize your financial dreams.
Pensions & retirement: