Berkshire Mortgage Services

At Berkshire Financial Consultancy/Berkshire Mortgage Services, we pride ourselves on our long-standing commitment to providing our clients with personalized, face-to-face financial planning and advice. Founded in 2001, our team of experienced financial professionals has been helping individuals and corporate clients alike achieve their financial goals for over two decades.

Our Philosophy

At the heart of our approach is a deep understanding of the importance of building long-term relationships with our clients. We believe that every individual's financial needs and objectives are unique, and that by taking the time to understand our clients' individual circumstances, we can provide tailored advice that truly reflects their goals.

Our Services

We offer a comprehensive range of financial planning and advisory services, Including:

Business Protection: We help our clients protect their businesses by providing expert advice on risk management and insurance solutions.

General Insurance: From life insurance to home insurance, we can help you find the right policy to suit your needs.

Investments: Whether you're building a nest egg or approaching retirement, our investment experts can help you make the most of your money.

Mortgages: We have extensive experience in mortgage advice and can help you navigate the complex process of securing the right mortgage for your needs.

Pension Planning: We specialize in helping individuals plan for their retirement and make the most of their pension pot.

At Retirement: Our team can help you plan for your financial security in retirement and maximize your pension income.

Protection General Insurance: We provide expert advice on general insurance solutions to ensure your family's financial security.

Online Services: We offer a range of online tools and calculators to help you make informed financial decisions.

Market Data: Stay up-to-date with the latest market insights and trends.

Research: Access our extensive library of research and whitepapers on financial planning and investing.

My Portfolio: Take control of your finances with our online portfolio management tool.

Our People

At Berkshire Financial Consultancy/Berkshire Mortgage Services, we're proud of our team of experienced and qualified professionals. Our advisors are dedicated to providing you with personalized, expert advice to help you achieve your financial goals. From Martin Halls, DipPFS, Practice Principal, to Ian Wiltshire, DipPFS, Financial Adviser, each member of our team brings a wealth of knowledge and expertise to the table.

Contact Us

If you're interested in learning more about our services or would like to schedule a consultation, please don't hesitate to get in touch. We're always happy to discuss your financial goals and objectives.