Background

Colin is the Managing Director of Berry Wealth Management Ltd.

Qualifications and Experience

Colin can call upon a wealth of experience; having worked in Financial Services for over 44 years. Colin specialises in Retirement Planning and Long-Term Care, he is also a member of both the Personal Finance Society and the Chartered Insurance Institute.

Colin states: “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.” Unlike the more traditional IFA having the opportunity to work with Berry Accountants in a joined-up approach will enhance the proposition for “Berry” clients.

More about Colin

Besides work, Colin is passionate about three things – his family, fishing and gymnastics. Colin has two Yorkshire Terriers – Mr. Waffles and Tiffin.

Background

Jordan is the Practice Manager and an Independent Financial Advisor at Berry Wealth Management.

Qualifications and Experience

Jordan formally started at Berry Wealth Management in October 2019. He has graduated from Durham University twice, with a Bachelor’s degree in Chinese Studies and a Master’s degree in Chinese Translation.

Before coming to BWM, Jordan amassed a wealth of experience as a private tutor, volunteer teacher, and critical proofreader. Since joining, he has been responsible for completing the ‘most thorough’ Due Diligence review Colin had ever seen, proofreading various kinds of financial and bureaucratic documents, and completing day-to-day office tasks where needed, as well as providing financial advice.

Jordan has also qualified as an Associate in Will-Writing and Lasting Powers of Attorney with APS Legal.

More about Jordan

Outside work, Jordan takes every opportunity possible to broaden his knowledge-base. He is a keen reader and linguist, being able to speak French, German, Mandarin Chinese, and Japanese; and understand Spanish, Italian, Portuguese, Dutch, and Latin.

He also translates economic and business documents in his spare time, and has co-published a translation of a Chinese short story with Read Paper Republic.

Background

Steve is a Financial Planner at Berry Wealth Management, working closely with clients to create clear, practical strategies that help them achieve their financial goals. He believes in building long-term relationships based on trust, straightforward advice, and a genuine understanding of what matters most to each client.

Qualifications and Experience

Steve started at Berry Wealth Management in April 2017 while still at university, gaining valuable experience during his holidays before qualifying as a Financial Planner in August 2021. With a First-Class Honours degree from the University of Surrey, he is now working towards Chartered Financial Planner status as part of his commitment to continual learning — ensuring clients receive advice that is both current and of the highest quality.

More about Steven

Background

Mark is a Director of Berry Wealth Management Ltd.

Qualifications and Experience

Mark graduated from Kent University in 1984, completing an honours degree in Chemistry. After deciding upon a career in accountancy, Mark trained with a large firm of Chartered Accountants in Leicester. In 1988, he moved to a national firm; based in their Leicester and Hinckley offices, he gained experience of both small- and medium-size owner-managed businesses. Mark established his own practice after a management buyout of the Hinckley office. In 2001, he merged with Berry’s, and brought with him a wide knowledge of private practice and commercial life. Mark now deals with corporate services, audit, taxation, corporate finance, management buyouts, and strategic long-term tax planning.

More about Mark

Mark is a keen dog trainer and enjoys exploring the unspoilt countryside while pursuing this hobby. His love for nature extends to how he spends his spare time, whether playing golf or walking in the summer, or getting involved in field sports during the winter. He also enjoys watching the Leicester Tigers play rugby, a sport he has particularly enjoyed having played it for most of his life. Mark is now Vice President of his club, having previously served as Treasurer for twenty years. Alongside his sporting interests, he also supports charities whenever possible, including Cancer Research and LOROS.

Background

Kimberley is the Paraplanning Manager at Berry Wealth Management.

Qualifications and Experience

Kimberley has over 15 years of experience, working as a Paraplanner in Financial Services. She worked with Colin at her previous firm for 9 years, before joining Berry Wealth Management in April 2020. Kimberley is Diploma qualified and has a wealth of industry knowledge and experience

More about Kimberley

Outside of work, Kimberley enjoys spending time with her family, friends and Toby the Cockapoo, who keeps her on her toes! At the weekend, Kimberley can be often found playing the piano or working with her husband on their next home project, as keen DIYers!

Background

Louise is a Paraplanner at Berry Wealth Management.

Qualifications and Experience

Louise started working at Berry Wealth Management in February 2019, having previously completed an apprenticeship in Business Administration whilst working as an Accounts Assistant. She is currently working through her exams to become Diploma qualified.

More about Louise

Outside of the office, Louise enjoys spending time with her family and friends, she is also a keen baker, and to work off all of those baked goods, she likes to spend any free time in the gym or walking the dogs.

Background

Carolina is a Financial Services Administrator at Berry Wealth Management.

Qualifications and Experience

Carolina graduated from De Montfort University with a degree in Accounting and Business Management, gaining a strong foundation in accounting and financial practices, business operations, and management principles. Before joining Berry Wealth Management, Carolina gained valuable experience in customer service and administration, where she developed her attention to detail and her organisational and problem-solving skills.  Additionally, Carolina has worked as a Taxation Assistant, where she gained valuable insights into tax processes and regulations white supporting the team in tax compliance.

More about Carolina

Outside of work, Carolina enjoys exploring her passion for cooking, often experimenting with new recipes, and sharing meals with family and friends. She also loves to volunteer for charity events to support meaningful causes and create a positive difference in peoples lives.

Background

Alison is the Accounts Manager for Berry Wealth Management.

Qualifications and Experience

Having worked in senior Retail Management positions for thirteen years, we thought the time was right to start a family, so I became a full time mum. Whilst the hours working in retail were long, being a full-time mum seven days a week, 365 days a year were significantly longer! When Colin started Berry Wealth Management in 2015, it became time for me to support him with the business.

More about Alison

Alison lives for her family, so her spare time is mostly spent being Mum’s taxi! She also enjoys gardening, usually with Mr. Waffles and Tiffin, her two dogs, by her side.