Financial Planning Services

Financial Planning is our business and at Berry Financial Planning we are passionate about making sure that your finances are in good shape. Our range of personal financial planning services is extensive covering areas from pensions, equity release to inheritance matters and tax efficient investments. However, we do specialise in working with typically older clients and the two main areas that we excel at and where we can make a big difference to a clients finances in retirement are for example:

1) Helping people access their pension tax free cash lump sum as well as maximising the income that they are able to generate from the pension using the ‘open market option’ and/or
2) Helping people access equity from their home by way of an equity release scheme.

Please contact Berry Financial Planning to discuss your current situation and we will provide you with a complete financial wealth check.