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

Testimonials

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

Welcome to Berry Wealth Management Ltd

Berry Wealth Management Limited was formed in August 2015, as a result of the link between its Managing Director Colin Henshaw (IFA) and Berry Accountants Limited.

Colin has worked with Berry Accountants for many years, providing financial advice to many of their clients. Colin felt that the time was right to make the move towards running his own business, and when it was agreed that he would team up directly with Berry Accountants, the new business of Berry Wealth Management was born.

The business operates within the offices of Berry Accountants, under the same brand but not as a completely separate business. Instead, it comprises as part of the overall proposition for the “Berry” clients.

In addition to accountancy services, “Berry” clients will now have access to independent financial advice through Berry Wealth Management. The new venture will provide “Berry” clients with access to a wealth of experience and a conjoined approach when advising on all financial matters, whether personal or business-related.

 


What our clients say about us

“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