Company Information

Get to know Berkeley Private Wealth

Berkeley Private Wealth Ltd is a Chartered Financial Planning firm that offers a comprehensive and relationship-led approach to wealth management. Founded on the principle of providing a highly personal service, the company positions itself as an alternative to larger, more impersonal financial institutions. Their core business involves creating bespoke financial strategies covering investment management, retirement planning, estate planning, and tax optimisation for high-net-worth individuals. The firm emphasizes its independence, ensuring that its advice is unbiased and aligned solely with client interests.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Berkeley Private Wealth

United Kingdom

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.