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Berkshire IFA

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Why Choose Us

We ensure your wealth and wishes reach your 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 help you take advantage of inheritance tax relief. Make sure inheritance doesn't alter beneficiaries' state benefits. Protect your assets from creditors and divorcing partners.

Expertise and Experience

Our group of highly-trained and qualified solicitors and financial planners have worked in this industry for many years, giving them extensive experience. In order to give you the most accurate and useful advice possible, we make it our mission to stay current on all of the most recent legislation and regulations.

Intergenerational Planning

We understand that as you accumulate wealth, your planning and advice needs will change, but passing it on tax-efficiently always becomes more important for our clients over time. We never forget this, there­fore we offer recommendations according to your needs and desired level of involvement.

Personalised Approach

We recognise that each individual or family have unique circumstance, and as a result, we take the time necessary to understand your require­ments, and objectives. Because of this our personalised approach en­sures that your estate plan is tailored to your specific circumstances.

Peace of Mind

Estate planning can be complex and overwhelming, but with our guidance, you can have peace of mind knowing that your affairs are in order. We'll explain the process in simple terms, answer all your questions, and handle the legal complexities on your behalf.

Long-Term Relationships

We strive to build lasting relationships with our clients. Our commit­ment to exceptional service doesn't end once your estate plan is in place. We offer ongoing support, annual reviews, and updates to ensure your plan remains current as your circumstances evolve.

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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