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Berkeley Morgan Ltd
       
 
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Berkeley Morgan Ltd
 
 
Overview: 

Founded in 1991, Berkeley Morgan is a national firm of Financial Advisers and whether it be, Investment, Pensions, Life Assurance, Inheritance Tax Planning or Household Insurance you require, we have Consultants who are experts in every area of financial planning and can offer fully independent advice as we are able to advise on the “Whole of Market” in respect of Pensions, Investments and Mortgages, whilst offering restricted providers for Household Insurance.

If you are looking at Investments, we have advisers who have vast experience in portfolio planning, personal investment, onshore and offshore investments and can deal with any size of investment however large or small

With people living longer and the State pension reducing in value in real terms, more and more people are becoming aware of the need to save for retirement, Our advisers can help you with advice and guidance on the range of Pension options available ranging from company pensions to personal stakeholder pension schemes.

Inheritance Tax is a worry to many, as are all the regular changes in taxation and tax treatment of investments and pensions, and so if you wish to review your situation or seek clarification on tax treatment and Inheritance Tax planning please contact us and one of our highly experienced consultants will be able to advise you.

We have Mortgage specialists who cover every area of the mortgage market and can offer deals that are not available via the lenders directly, so if you are purchasing a house, second home, remortgaging, require further borrowing or thinking of buying a property to let out, or ref-financing your existing buy to let then please contact us. If you just want to ask us about your existing mortgage arrangement again please use the “Call Back” service

If you are looking for Insurance to cover your family, or need to protect your mortgage or income, or if you want to provide income or a lump sum for you and your family in the event of death or critical illness, we can compare the whole market and provide you with the most competitive quotes with no need to spend time checking lots of different companies yourself

If your existing Household Insurance is up for renewal or you are buying a property and need a quote we have experienced consultants to guide you through this process. If you are off on holiday soon and need Travel Insurance fast, we can help. If you have decided your existing is to expensive or not comprehensive enough, we can research the market for you to see what the best options are, and again we have consultants who specialise in these highly competitive and often confusing markets

If you just want to review your existing policies or talk through any questions or worries you may have then please contact us. We don’t have salesmen and the consultation is free of charge and free of obligation. We look forward to speaking to you, so please hit the “Call Back” button and we will call you at a time to suit you

Treating Customers Fairly

Berkeley Morgan Limited is fully committed in Treating its Customers Fairly, by placing the customer at the centre of everything we do. This is achieved by
Ensuring that all consultants are appropriately qualified, established industry professionals
Making sure that each consultant takes time to understand your personal needs and objectives, and then provides advice and recommendations wholly consistent with the recorded information
Our consultants taking time with you to ensure that you fully understand the recommendations made
Ensuring that contact is maintained with you, and ongoing reviews are made available as appropriate.
Making sure that our consultants receive ongoing training and development


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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