Berkshire Financial Consultancy

Berkshire Financial Consultancy and Berkshire Mortgage Services were established in 2001 and provide face to face financial planning to both individual and corporate clients. Our advice is always personally tailored to reflect the individual needs and objectives of our clients.

Our philosophy is to build long term relationships, based on mutual openness andtrust. Our aim is to ensure that we provide quality, professional service.

As needs and circumstances will change over time, we believe it is important to ensurethat financial planning is reviewed on an on going basis to keep up to date. Wetherefore ensure that agreed contact is maintained with our clients to consider anddiscuss any changes that may be appropriate.

Our People

Martin Halls DipPFS, Practice Principal

Mobile. 07811178305

Richard Meade DipPFS, Financial Adviser

Mobile. 07811178365

Richard has been in the Financial Services industry since 1990 and has experience across all areas of financial advice. He now advises and specialises in managing clients money in their pensions and investments.

Ian Wiltshire DipPFS, Financial Adviser

Mobile. 07803081336

Jason Davies, Mortgage Adviser

Mobile. 07811178366

Ashley Halls DipPFS, Financial Adviser

Mobile. 07929629045

Rachel Foxon, Mortgage Adviser

Mobile. 07885907228

Lynn Sponneck, Office Manager

Tel. 01189750345

Address: Office C9, Acre Business Park, Acre Road, Reading RG2 0SA, United Kingdom

Phone: +44 01189 750345
FAX: +44 01189 212037