berkshire.gpointdigital.co.uk Open in urlscan Pro
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Submission: On September 17 via api (September 17th 2024, 2:08:53 pm UTC) from US — Scanned from DE

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Text Content

 * About You
   * Business Owners
   * Planning Retirement
   * Successful Professionals
 * About Us
   * Samsu Miah
 * What we do
   * Estate & Inheritance Tax Planning
   * Mortgages
   * Protecting You & Your Family
   * Retirement Planning
   * Savings & Investment Planning
   * Other Services
 * Resources
   * Our Blog
   * Our Guides
   * FAQS
 * Contact
 * Book A Meeting

Menu
 * About You
   * Business Owners
   * Planning Retirement
   * Successful Professionals
 * About Us
   * Samsu Miah
 * What we do
   * Estate & Inheritance Tax Planning
   * Mortgages
   * Protecting You & Your Family
   * Retirement Planning
   * Savings & Investment Planning
   * Other Services
 * Resources
   * Our Blog
   * Our Guides
   * FAQS
 * Contact
 * Book A Meeting

 * 01276 942021

 * About You
   * Business Owners
   * Planning Retirement
   * Successful Professionals
 * About Us
   * Samsu Miah
 * What we do
   * Estate & Inheritance Tax Planning
   * Mortgages
   * Protecting You & Your Family
   * Retirement Planning
   * Savings & Investment Planning
   * Other Services
 * Resources
   * Our Blog
   * Our Guides
   * FAQS
 * Contact
 * Book A Meeting

Menu
 * About You
   * Business Owners
   * Planning Retirement
   * Successful Professionals
 * About Us
   * Samsu Miah
 * What we do
   * Estate & Inheritance Tax Planning
   * Mortgages
   * Protecting You & Your Family
   * Retirement Planning
   * Savings & Investment Planning
   * Other Services
 * Resources
   * Our Blog
   * Our Guides
   * FAQS
 * Contact
 * Book A Meeting

 * 01276 942021


RETIREMENT PLANNING.

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Learn More




WHO WE WORK WITH.



As a busy professional, personal financial planning often takes a back seat. We
provide tailored financial advice, optimizing your wealth for tax efficiency,
investments, and retirement. Our ongoing support ensures your financial strategy
evolves with your career, so you can focus on your success with confidence.


SUCCESSFUL PROFESSIONALS.



Retirement today offers more flexibility and personal choice than ever before.
With options for phased retirement, part-time work, or new ventures, planning is
crucial to ensure your savings last. Our advisers help guide you through these
decisions, providing confidence for your retirement journey.


PLANNING RETIREMENT.



Providing personalised support for business owners at every stage – from
starting up, through growth, to maximizing value and planning your exit. My
guidance helps you manage cash flow, minimize risks, and ensure your business
delivers the financial security you need for your future.


BUSINESS OWNERS.





WHY CHOOSE US?

At Berkshire Financial Planning we understand that everyone’s financial needs
are different. Every one of our clients receive face to face, discreet, and
bespoke financial advice from a dedicated, highly experienced financial planner
who is their main point of contact.

Our aim is to build a long-lasting relationship with you based on trust and
under-pinned by financial advice tailored to your specific requirements, to help
you achieve your financial goals. Clients come to Berkshire Financial Planning
for advice at all stages of their life and financial journey.

About Us



SEE WHAT OUR CLIENTS ARE SAYING

VouchedFor is an independent service which allows individuals to review their
financial advisers. Berkshire Financial Planning have been highly recommended by
the people we work with.

Read Reviews





AWARD WINNING

With our extensive knowledge we’ll be able to guide you to have an appreciation
and understanding of the complexities surrounding retirement planning by
communicating all the available options in a clear jargon free language.

We will help you answer those critical questions:

Am I on track for my retirement?

Is my pension working as hard as it can for me?

Do I have enough to retire?

How long will my money last?

Our services include:

Income Drawdown, Annuities, Defined Contribution Schemes (Money Purchase),
Defined Benefit Schemes (Final Salary), and Self Invested Personal Pensions
(SIPPs).

The value of an investment with St. James’s Place will be directly linked to the
performance of the funds you select and the value can therefore go down as well
as up. You may get back less than you invested.




FAQ'S

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More faqs
Step 1. Getting to know you

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nec ullamcorper mattis, pulvinar dapibus leo.

Step 2. Developing your financial strategy

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nec ullamcorper mattis, pulvinar dapibus leo.

Step 3. Implementing your plan

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nec ullamcorper mattis, pulvinar dapibus leo.

Step 4. Ensuring you stay on course

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nec ullamcorper mattis, pulvinar dapibus leo.


SPEAK TO AN EXPERT

52 Munnings Drive,
Sandhurst,
Berkshire,
GU47 0FN

tel: 01276 942021

Lets be social

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Discover how we can assist you by booking a meeting directly into our calendar.
Book A Meeting
Alternatively, fill out the contact form below and a member of our team will be
in touch.
Name
Phone
Email
Enquiry Details
I would like to receive email updates.
I would like to receive email updates.
I have read and agree to the
I have read and agree to the Privacy Policy

Submit


Navigation

 * About Us
 * About You
 * What We Do
 * Client Journey
 * Contact Us
 * Latest News

Help

 * Terms and Conditions
 * Privacy Policy
 * Cookies Policy

SJP Approved 14/11/2023


Berkshire Financial Planning Limited is an Appointed Representative of and
represents only St. James’s Place Wealth Management (which is authorised and
regulated by the Financial Conduct Authority) for the purpose of advising solely
on the Group’s wealth management products and services, more details of which
are set out on the Group’s website. The ‘St. James’s Place Partnership’ and the
titles `Partner’ and `Partner Practice’ are marketing terms used to describe St.
James’s Place representatives.

Berkshire Financial Planning Limited is registered in England and Wales, Number
12668513. Financial Conduct Authority (FCA) Firm Reference 841673. Registered
Office: First Floor Unit S, Roentgen Road, Basingstoke, England, RG24 8N.

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Copyright 2024 © All rights Reserved.

berkshire.gpointdigital.co.uk Open in urlscan Pro 172.67.212.23 Public Scan

Form analysis 1 forms found in the DOM

Name: New Form — POST

Text Content

berkshire.gpointdigital.co.uk Open in urlscan Pro
172.67.212.23 Public Scan

Form analysis
1 forms found in the DOM