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 41 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, swimming and gymnastics. Colin has two Yorkshire Terriers – Biscuit and Tiffin.

Background

Steven is a Financial Planner at Berry Wealth Management.

Qualifications and Experience

Joining Berry Wealth Management in April 2017 during his university holidays, Steve progressed to being a fully qualified financial planner in August 2021. Steve is continuing his professional development with the hope of attaining Chartered Financial Planner status in the future. Steve graduated from the University of Surrey with first class honours.

More about Steven

At the weekend, Steve is likely to be found at the King Power Stadium with his family and friends, enduring the highs and lows of following Leicester City. Alternatively, he may also be found at the top of a mountain in the Lakes, Peaks or Snowdonia.

Background

Adrian is a Director of Berry Wealth Management Ltd.

Qualifications and Experience

Adrian graduated from Leeds University in 1983, completing an honours degree in Accountancy and Economics. After deciding upon a career in public practice, he trained with a large regional firm of Chartered Accountants based in Leicester. In 1989, an opportunity presented itself for Adrian to move back to his home town of Market Harborough with the challenge of developing further the long-established Berry’s practice. He is now the eldest (and still the tallest) director in the practice, and looks after a varied portfolio of clients, with particular expertise in the areas of haulage, construction, contractors, agriculture, retail and general owner-managed businesses.

More about Adrian

Adrian is a keen cyclist, golfer, and mountain-walker with a passion for the Lake District. Following on from his rugby playing days, Adrian now chairs the finance committee of Market Harborough Rugby Club, and frequently attends both home and away matches (but purely as a spectator)! When not found watching rugby on a Saturday, you will find him at the King Power Stadium, continuing the trials of being a lifelong fan of Leicester City!

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

I am a keen dog trainer, and enjoy exploring the unspoilt countryside pursuing this hobby. My love for nature extends to how I spend my spare time in the summer playing golf or walking, and in the winter either getting involved in field sports or watching the Leicester Tigers play rugby. The latter is one sport I particularly enjoy, having played it for most of my life, and now being Vice President for my club after serving as treasurer for twenty years. Besides sports, I do some charity work whenever possible for Cancer Research and Loros.

Background

Jordan is the Practice Manager 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.

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

Kimberley is the Paraplanning Manager at Berry Wealth Management.

Qualifications and Experience

Kimberley has over 12 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 Trainee 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

Jack is a Financial Administrator at Berry Wealth Management

Qualifications and Experience

Jack started his working life doing weekends at a bakery. Where he worked his way up to the role of Supervisor in a matter of years, achieving consecutive Store of the Year awards, whilst continuing his full-time study for a Level 3 BTEC in Mechanical Engineering.

Jack made the switch to Berry Wealth Management in August 2022. After he had completed his full-time study and achieved all he could at his previous job.

 More about Jack

Jack is a keen traveller: he says Iceland is the best place he has visited, with Thailand coming a close second! When he is not catching planes, trains, or automobiles, you will find him cooking up a storm in the kitchen, following Leicester City home and away, or fixing steam trains in the Welsh valleys.

Background

Alison is the Human Resources 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

I live for my family, so my spare time is spent as mum’s taxi, taking the children to gymnastics, spread across two different venues, with training taking place from Monday to Saturday each week. If there are no competitions on Sundays, gardening fills the vacant spot, with Biscuit and Flapjack (the dogs) by my side.

Background

Beverly is the Receptionist for Berry Accountants Ltd, and Berry Wealth Management Ltd.

Qualifications and Experience

Beverly has been the receptionist since 2016, having previously worked for nine years as a personal assistant for the Senior Leadership Team at a Secondary School. Her background is an administrative one, and besides meeting and greeting our clients, Bev is the first point of contact on the phone, and endeavours to direct your call to the most appropriate person as quickly and efficiently as possible.

More about Beverly

Outside of work, Beverly enjoys playing badminton and tennis, in an effort to keep fit for her real passion – skiing.

Background

Tracy is a part-time Receptionist for Berry Accountants Ltd, and Berry Wealth Management Ltd.

Qualifications and Experience

Tracy has been a receptionist, typist, and general administrator at Berry’s for the last 30 years, during which time she has overseen lots of changes and gained a lot of experience in the everyday running of an office, including dealing with clients either over the phone or face-to-face.

More about Tracy

Outside of work, Tracy enjoys watching the trials and tribulations of Leicester City Football Club, and running around after her three children.