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.

Founded in

United Kingdom