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Berkshire IFA

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Berkshire IFA
Wills & Trusts

Preparing your wealth for the next generation

Fully independent expertise
We are independent and offer advice on Trusts, Tax-planning and guidance on talking to your family. We’ll work with you to make a plan to ensure your wealth fulfils your wishes for years to come.
Your interests come first
Our philosophy is borne out of many years’ experience working in a professional practice environment. Our existing clients would confirm our ongoing commitment to this philosophy.
We are highly qualified
Continual professional development is an expectation all of our team place upon themselves regardless of how qualified they already are, not just as a requirement for qualified advisers.
Trust is core to our service
Our clients have told us that trust is absolutely essential for them, therefore we hold ourselves to this value and only ever act in our clients’ interest.
Integrity and transparency
We are committed to always explaining our fees and our regulatory obligations before any work is carried out.

We Can Help You Protect Your Wealth and Assets for the Next Generation

Are you concerned about protecting your assets, ensuring your loved ones are taken care of, and leaving a lasting legacy? At Berkshire IFA, we understand the importance of estate planning and provide a range of services to help you secure your future. Whether you need assistance creating a Will, establishing a Trust, or navigating complex estate laws, our team of experienced financial planners and estate planning professionals are here to guide you every step of the way. With our expertise and personalised approach, you can have peace of mind knowing that your wishes will be honoured, and your assets will be preserved for future generations.

Book a Meeting Today

Ready to secure your future and protect your loved ones? Contact us today to schedule a consultation with one of our experienced financial planners. Take the first step towards peace of mind and let Berkshire IFA be your trusted partner in estate planning.

Find Us

  • Winnersh Office

    220 Wharfedale Rd, Winnersh, Wokingham RG41 5TP Winnersh Wokingham RG41 5TP United Kingdom

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  • Wokingham Office

    Albany House, 14 Shute End, Wokingham RG40 1BJ Wokingham RG40 1BJ United Kingdom

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  • Newbury Office

    20 Oxford St, Newbury RG14 1JB Newbury RG14 1JB United Kingdom

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