Berkshire IFA Limited - Wokingham - Wokingham

Okay, here’s a detailed overview of Berkshire IFA Limited – Wokingham, presented in a formal and helpful manner, designed to guide potential clients:

Berkshire IFA Limited – Wokingham: A Comprehensive Overview

Berkshire IFA Limited – Wokingham is a dedicated financial planning firm located in the heart of Wokingham, Surrey. Situated at Albany House, 14 Shute End, Wokingham RG40 1BJ, United Kingdom, the firm operates with a commitment to providing personalized financial guidance to individuals and families. They are easily accessible via telephone at 1183343500 and can be further explored through their website: berkshireifa.com.

Services and Specializations

Berkshire IFA specializes in comprehensive financial planning services, assisting clients with a wide range of needs. Their expertise includes, but isn’t limited to, mortgage advice, pension fund management, and strategic investment planning. They strive to build long-term relationships based on trust and a deep understanding of their clients’ financial goals. The firm’s proactive approach suggests they prioritize keeping clients informed and prepared for significant financial decisions.

Location and Accessibility

The Wokingham branch is strategically located to serve clients in the surrounding area. The office boasts excellent accessibility features, including a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom. Furthermore, free parking is available on-site, enhancing convenience for clients. They also offer online appointments, providing flexibility for those who prefer remote consultations. Onsite services ensure a professional and attentive experience.

Points of Interest & Practical Information

• Address: Albany House, 14 Shute End, Wokingham RG40 1BJ, United Kingdom
• Phone: 1183343500
• Website: berkshireifa.com
• Appointment Required: Yes, to ensure personalized service.

Client Feedback & Reputation

Berkshire IFA currently holds six reviews on Google My Business, with an average rating of 3/5. These reviews, consistently highlighting diligence and thoroughness, suggest a commitment to client satisfaction. The feedback frequently mentions proactive communication and a dedication to providing clients with the necessary information to make informed decisions. It appears the firm prioritizes understanding a client’s specific requirements and offering tailored solutions.

Conclusion and Recommendation

Berkshire IFA Limited – Wokingham presents itself as a professional and client-focused financial planning firm. Their combination of specialized expertise, convenient location, and commitment to accessibility makes them a viable option for individuals seeking sound financial advice. Given the positive feedback regarding their responsiveness and attention to detail, it is recommended that potential clients explore their services further by visiting their website: berkshireifa.com and scheduling an initial consultation. Contacting them directly via the provided phone number will allow you to discuss your specific financial needs and determine if Berkshire IFA Limited – Wokingham is the right partner for achieving your long-term goals.

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👍 Reviews of Berkshire IFA Limited - Wokingham

Jefferson

5/5

Have used Berskhire IFA for several years now for help with the mortgage and managing a pension fund. They've always been diligent and thorough in their responses, making sure we had all the information we needed and were proactive in any recommendations on decisions we should be aware of and prepared to make.

Simon M.

1/5

Want to transfer a pension. This company don't want to give the advice I'm legally obliged to obtain. Presumably no money in it for them

S 1.

1/5

Avoid! History of making bad investments in questionable funds which have stopped trading. Lack of transparency with clients. Seem to be driven by commissions over everything else.

Dan S.

5/5

I went here for mortgage and pension advice and was very happy with their helpful and professional service - a definite recommendation from me.

Lester E.

5/5

Ashton and the team are clear and transparent in their advice. I recommend them!

Thomas C.

1/5

Do not use. Too busy for you, poor communication, non-delivery of contracted services.