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.