We provide a bespoke service that is designed to help you plan for your future and we will work with you to assess your needs before designing a suitable strategy to achieve your short, medium and long term financial goals.

Importantly, we will ensure the strategy remains flexible enough to cope with the uncertainties that lie ahead.

Operating from offices in the North West of England we provide unbiased whole of market financial advice to companies and individuals across the United Kingdom.

We pride ourselves on providing an effective, efficient and transparent service and this is underpinned by our core values of trust, integrity, fairness and the highest levels of customer care, values that are embedded in our people.

Berry Financial Planning

Financial Planning is our business and at Berry Financial Planning we are passionate about making sure that your finances are in good shape. Our range of personal financial planning services is extensive covering areas from pensions, equity release to inheritance matters and tax efficient investments. However, we do specialise in working with typically older clients and the two main areas that we excel at and where we can make a big difference to a clients finances in retirement are for example:

1) Helping people access their pension tax free cash lump sum as well as maximising the income that they are able to generate from the pension using the ‘open market option’ and/or
2) Helping people access equity from their home by way of an equity release scheme.

Please contact Berry Financial Planning to discuss your current situation and we will provide you with a complete financial wealth check.

Please feel free to experiment with and explore our various calculators. They have been provided with a view to assisting in reviewing your own financial position. Do however bear in mind that the specialised services we provide are highly complex and we would not suggest acting on any investment or financial planning decision without consulting ourselves first.