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Berkeley Associates

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Our Homepage
berkeley.ifa-web.co.uk
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About: We are Independent Financial Advisers. As such we are authorised and regulated by the Financial Services Authority (FSA). The Company was formed in 1994 and has been in continuous practice since then.

Although we are best described as a generalist firm, we do more commonly act for clients in their 50’s and over. A majority of our clients are about to retire or are retired.

We formed this independent company, after initially working in Life Insurance, because we realised that without question we could not possibly give clients the best service without access to the whole marketplace for investment and allied services.


  Our Details

Prospect House,
High Street,
Iron Acton,
Bristol,
BS37 9UL

Tel: 08452 307308
Fax: 01454 228360

Location: Bristol, South West England, United Kingdom - England
Business Type: Mortgage Advisers
Products or Services: Independent Advice

Portfolio Review Service

Pensions

Types of Investment

Tax Planning

Protection Insurances

Equity Release

Estate Planning
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