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Berkshire IFA

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All information is treated confidentially and will never be shared without written permission. Please see our privacy policy.

Privacy Statement

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.

Berkshire IFA Limited takes the privacy of personal data seriously - we therefore ask you to please read the following important information which explains how we collect, store and use your personal data.

Berkshire IFA Limited is registered under the General Data Protection Regulations GPDR 2018.

  1. Who are we?

    Company Address:- Albany House, 14 Shute End, Wokingham, Berkshire, RG40 1BJ

    Company Details:- Berkshire IFA Limited Company Registered No 11248066, Registered in England and Wales

    Registered office:- Berkshire IFA Limited, Albany House, 14 Shute End, Wokingham, Berkshire, RG40 1BJ. Trading as a Limited Company.

    Berkshire IFA Limited is authorised and regulated by the Financial Conduct Authority for the provision of consumer finance.

    Main Office Address – 220, Wharfedale Road, Winnersh Triangle, Wokingham RG41 5TP

    Newbury Office Address – Oxford House, 12-20 Oxford St, Newbury RG14 1JB

  2. What do we mean by Personal Data?

    By personal data (or personal information), we mean information that relates to you and is used to identify you, either directly or in conjunction with other material we hold.

    Your Personal Data may identify you directly, for example your name, address, date of birth, national insurance number. Your Personal Data may also identify you indirectly, for example, your employment situation, your physical and mental health history, or any other information that could be associated with your cultural or social identity.

    In the context of Berkshire IFA Limited providing, you with advice and guidance in relation to your requirements your Personal Data may include:

    • Name, Date of Birth, Gender, Nationality, Civil/Marital Status, Contact Details, Addresses and any documents that are necessary to verify your identity

    • Employment and remuneration information

    • Bank account details, tax information, commitments for liabilities such as loans and credit cards, personal credit history, sources of income and expenditure

    • Health status and history (this is referred to as Special Category Data)

    • Existing Plan information

    • If you have parental responsibility for children under the age of 13, it is also very likely that we will record information on our systems that relates to those children and potentially, to their Special Category Data.

  3. Why do we collect information from you?

    We use your personal information for the following:

    • Provision of services and advice or to provide you with the information, products and services you have requested from us.

    • To comply with regulation and legislation in relation to anti-money laundering regulation and the Financial Services & Markets Act.

    In order to undertake our services for you, we have the right to use your Personal Data provided it is in our legitimate business interest. We may be required to share this data with providers in relation to obtaining illustrations to make a recommendation to you, with our Compliance Service Provider in relation to any advice provided to you or make contact with you in relation to the service you have received.

  4. How do we collect information?

    Most information we obtain will be directly from you during our meetings and discussions or this may be in writing, including via email. We may also need to obtain information from third parties in relation to verifying your identity if this is done electronically. With regards to electronic ID checks, we would not require your consent but will inform you of how such software operates and the purpose for which it is used.

  5. What do we mean by Special Category Data?

    Where you ask us to advise or guide you on certain elements such as insurance, ethical investments or retirement income, we will ask you information about your ethnic origin, your health and medical history (Your Special Category Data). We will record and use your Special Category Data in order to make enquiries to find suitable products that may meet your aims and objectives and to provide you with advice or guidance regarding the suitability of any product that may be available to you.

    The arrangement of certain types of insurance may involve disclosure by you to us of information relating to historic or current criminal convictions or offences (together “Criminal Disclosures”). This relates to insurance related activities such as underwriting, claims and fraud management.

    We will use Special Category Data and any Criminal Disclosures in the same way as Your Personal Data generally, as set out in this Privacy Notice. In order to process your Special Category Data however, we do require explicit consent.

  6. How do we protect your personal information?

    We have strict safeguarding processes to ensure that we meet our obligations under the Data Protection Regulations 2018. Your privacy is important to us, and we will keep Your Personal Data secure in accordance with our legal responsibilities. We will take reasonable steps to safeguard Your Personal Data against it being accessed unlawfully or maliciously by a third party.

    We will:

    • Record and store your Personal Data in our paper files and electronic files on our computer systems, which can only be accessed by Berkshire IFA Limited staff when it is necessary to provide our service to you and to perform any administration tasks associated with or incidental to that service

    • Submit your Personal Data to providers both electronically or via paper-based forms to allow us to advise you or process your application for a product, or to obtain information as required as part of our services

    • Use your Personal Data to respond to any queries you have on your policies under our Agency

    We also expect you to take reasonable steps to safeguard your own privacy when transferring information to us.

    Your Personal Data will be retained by us either electronically or in paper format for a minimum of six years, or in instances whereby we have legal right to such information we will retain records indefinitely.

  7. What are your rights surrounding your personal information?

    Your enhanced rights under the GDPR include:

    • The right of access – we will provide a copy of your personal data within 30 days of requests. Requests can be made in writing, by phone or by email. We will not charge a fee for this unless we think your request is unfounded, excessive, or repetitive; in which case we will inform you before proceeding with your request.

    • The right of access – we can extend the time to respond by a further two months if your request is complex or we have received a number of requests from you, for example when these other requests relate to your individual rights

    • The right to rectification – you may ask us to rectify any of your personal data which you believe is inaccurate or incomplete. We will respond within one month (this can be extended by two months where the request for rectification is complex). Requests can be made in writing, by phone or by email.

    • The right to erasure – you have the right to request ‘to be forgotten’, i.e. for us to delete all records of your personal data. We will comply with your request, unless we have a legal obligation to continue to hold your personal data (in which case we will inform you of the reason why we cannot delete the data).

  8. Who do we share your personal information with?

    We will only share your personal data with third parties when it is necessary for the service you have asked us to provide, and we will have contracts/safeguards in place to ensure that they comply with the GDPR and treat the privacy of your personal data with the same importance as we do.

  9. Reviews, Newsletters, and Important Financial Market information.

    Newsletters and Market Information: We may occasionally send you newsletters highlighting the latest events or trends within the UK or global financial markets, which could impact any pensions, investments, or other financial products that you hold with us.

    Products and Services: We may also make recommendations to you as part of our normal communications – this may include information about relevant additional products and services.

    Reviews: We are continually trying to improve the services we offer so would greatly appreciate any thoughts you may have. This type of feedback is extremely important to us.

    Therefore, you may receive review request from us directly, or through our third-party suppliers Unbiased, Vouched For and/or Trust Pilot. We will not request reviews through any other medium. Only your name and email address will be shared with them, and they will never share it with anyone outside Berkshire IFA Limited.

  10. Berkshire IFA Limited Group.

    Berkshire IFA Limited is part of a group of companies, while these companies are independent of any outside entities, they may share your information within the Berkshire IFA Group. This currently includes, Berkshire Advice Limited and Berkshire Wills Limited.

  11. Who to contact at Berkshire IFA Limited in relation to your Personal Data

    If you have any questions or comments about this document, or wish to contact Berkshire IFA Limited to exercise any of your rights that it sets out then please contact:

    The Compliance Director by email on [email protected], by telephone on 0118 334 3500 or by writing to Albany House, 14 Shute End, Wokingham, Berkshire, RG40 1BJ.

    If we feel we have a legal right not to deal with your request, or to action it in different way to how you have requested, we will inform you of this at the time.

    You should make contact with us as soon as possible on you becoming aware of any unauthorised disclosure of your Personal Data, so that we may investigate and fulfil our own regulatory obligations.

    If you have any concerns or complaints as to how we have handled Your Personal Data you may lodge a complaint with the UK's data protection regulator, the ICO, who can be contacted through their website at or by writing to Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.

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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