Berry Financial Planning
Blackpool, Lancashire
Having reached the highest level in industry qualifications alongside over 10 years experience, I made the decision to establish Berry Financial Planning.
I offer independent financial advice across the areas of Retirement Planning and Wealth Management.
Honesty, enthusiasm and ability to communicate financial information in a clear way have helped to form trusting and on-going relationships with all my clients throughout the UK.
Several accountants, solicitors and mortgage advisors recommend my services to their clients in addition to receiving referrals from existing clients.
Highlights
- Chartered Financial Planner
- Can be remunerated via fees or commission or a combination.
All fees are agreed in writing before work starts.
- Opening Times:
'I was keen to find the best service to organise my pension and spent quite a while researching. Matthew Berry was recommended to me and following an appointment where he discussed my objectives, he made several strong options available for me to choose from. I was impressed because everything was explained clearly and he made the whole process stress free. I would not hesitate to recommend Berry Financial Planning services to anyone looking for the very best assistance in their pensions.'
Mr R. M.A. Eve, Managing Director Gotland Ltd.
- FSA Reference Number: 511391
- Number of Advisors: 1
- Client Type: General Public
- Specialisms: Retirement Planning and Investments
- Remuneration Type: Various
- Home or Workplace Visits: Yes
- Additional Services:
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