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Berry Wealth Management Ltd

Clients first; a service of excellence

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Our Services

At Berry Wealth Management, the client is at the heart of everything we do. Our aim is to be the IFA of choice for people; businesses; and people in business

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Testimonials

At Berry Wealth Management we pride ourselves on the relationship we have with our clients

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Welcome to Berry Wealth Management Ltd

Berry Wealth Management Limited was formed in August 2015, emerging from the link between its Managing Director, Colin Henshaw, and Berry Accountants Limited. Colin has worked with Berry Accountants for many years, providing expert financial advice to a great number of their clients.

We have specialist expertise in Retirement Planning and Long-Term Care, and are also able to provide advice in relation to Wills and Lasting Powers of Attorney. By working alongside Berry Accountants, we provide ‘Berry’ clients with access to a wealth of knowledge and experience, as well as a conjoined approach towards all financial matters, culminating in a proposition more developed than that of the more traditional Independent Financial Adviser.

As a Charter Member of the Financial Vulnerability Taskforce, Berry Wealth Management is committed to promoting a greater understanding of clients in vulnerable circumstances and encouraging appropriate behaviour through the sharing of good practice, while also addressing the expectations of regulatory standards and the wider public.

 

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What our clients say about us

“Colin Henshaw has been our financial advisor for more than 15 years, so he knows us and our financial needs in great detail.  We consider him a friend too.  When he started Berry Wealth Management we were eager to have him continue in this role.  At Berry Wealth Management, Colin has assembled a superb team of people with great financial acumen, professionalism and compassion.  They take their time to get you know you, your family, your financial needs and worries. Their financial advice has been stellar, furthermore, it is great to see that the company is investing in a secure financial IT infrastructure, so that now I can access the team securely via my own personal financial portal.  This portal allows us to send and receive financial documentation securely from the comfort of our home.  This has been a boon during the COVID pandemic.  Hand on heart, we can sincerely recommend Berry Wealth Management.”

~ Paul Donnelly

 

“My relationship with Berry Wealth Management – approaching and post my retirement – has proved to be extremely positive and highly productive in pursuit of my financial goals. The Berry team are utterly professional, reliable and trustworthy. Their financial awareness and judgement is always impressive ; their research on my behalf has been forensic, and their selection, performance tracking and management of investment organisations is consistently thorough and extremely demanding. I am delighted that I engaged their services.”

~ Michael & Catherine Furlong

 

“I have been very pleased with the level of knowledge and experience of Berry Wealth Management. They take the time to really get to know their clients, which gives me every confidence that my financial goals are understood. They regularly provide updates, and have always been available to answer any questions or to explain options within my portfolio. Transitioning into retirement has been much more comfortable thanks to their help and guidance.”

~ David Leaney

 

“We have been advised by Colin for the past nine years. During this time, we have been extremely pleased with the indepth advice. The frequent reviews have helped us make some excellent, well-informed financial decisions. Colin has always attached an excellent element of professional tax-efficient advice coupled with caution that has comforted us in many ways. We wish that we had met Colin earlier, as we would have enjoyed more longevity of first-class financial planning advice.”

~ Keith & Joanne Hobbs

 

“Colin has been our financial adviser for nearly two decades, he has always offered a consultative approach to financial advice, and this has most definitely enabled Elizabeth and I to retire earlier. Colin also has a good selection of contacts for other areas where advice might be required, and having a trusted source for such recommendations has been invaluable. I do not like the larger companies’ impersonal approach and feel we are valued customers of Berry Wealth Management.”

~ David & Elizabeth Donnelly

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