Personal Financial Services
There is a bewildering range of personal financial products currently available, and choosing the ones that are right for you requires professional, unbiased and objective guidance. Berley offers independent guidance on planning your personal financial affairs in conjunction with our associate company, Devonshire Wealth Management which is Authorised under the Financial Services Act. We can offer investment advice on the following areas:
- Pensions and life assurance
- Personal Equity Plans (PEPs)
- Individual Savings Accounts (ISAs)
- TESSAs
- Gilts and equities
- National Savings products
- Private Health Insurance
- Mortgages
We can also help you make provision for the future of your dependants with advice on making a will and minimising the burden of Inheritance Tax through the use of trusts and gifts. Our associate company Devonshire Wealth Management is authorised and regulated by the Financial Services Authority. "It's important to me to have a dependable source of advice that's always impartial and objective"
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- Formulation of fundraising proposals
- Business plans
- Independent reports
- Advice on grant availability
- Public share issue
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