Expertise
- Pension
- Wealth Management
- ISA
- Legacy and Succession Planning
- company legacy planning
Summary
Wise planning, with integrity
At Berkeley Square Associates we are privileged to have a small, boutique company that provides bespoke services designed around the client. This is how we believe any high-level services company should be.
We provide an online portal for our clients to log in to via our website and our online app. This allows them to see their portfolio at any time. Their appointed Associate is on hand, should they wish to discuss anything or have a meeting or phone/video call.
Berkeley Square Associates strongly believes integrity should not stop at fees. Therefore, we guarantee all initial set up fees on pension and investment advice. If we have not ‘returned’ your initial set up fees within the first 12 months, via investment performance, we will pay back the difference.
What other firm or adviser do you know that would do that?