About Us

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.

 

Colin Henshaw

Tel: 07710 096748

About Colin

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 36 years, he’s Diploma-qualified and currently studying towards Chartered status. Colin specialises in Long-Term Care and has met the criteria to be listed as a Later Life Advice Specialist. Also, Colin is 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 Flapjack. If you have a meeting with Colin, ask him how Flapjack got his name; it’s quite the story!

Adrian Neal

About Adrian

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!

Mark Woods

About Mark

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.

Mandy Preston

About Mandy

Background

Mandy is the Practice Manager at Berry Wealth Management, and has overall responsibility for the smooth running of the office, ensuring delivery of the Berry Wealth Management service proposition.

Qualifications and Experience

Mandy joined Berry Wealth Management in April 2016, having worked with Colin at another company for eight years. Having worked in financial services for over a decade, Mandy has amassed a wealth of knowledge and experience, with specific areas of expertise in management, information technology, and accounting. Mandy is currently studying for her Diploma in Financial Planning, in the pursuit of further professional development.

More about Mandy

At home, Mandy’s time is taken up mainly by her two energetic, young children, Annabel and Harvey. She also manages to find time for her lifelong passion for horses, riding and occasionally competing, and to walk the dog, all achieved by having an understanding husband!

Steven Hemmings

About Steven

Background

Steven is a Paraplanner at Berry Wealth Management.

Qualifications and Experience

Steven has recently finished his BSc Business Management degree at the University of Surrey and has graduated with First Class honours. He started working at Berry Wealth Management in April 2017 during his university holidays, and is now embarking on a career in financial services, working towards being a Chartered Financial Planner at Berry’s.

More about Steven

At the weekend, Steven can be found at the King Power Stadium with his family and friends, enduring the highs and lows of following Leicester City. Steven also enjoys the occasional run, bike ride, and can also be spotted at the gym.

Mitchell Henshaw

About Mitchell

Background

Mitchell is a Paraplanner at Berry Wealth Management.

Qualifications and Experience

Mitchell started working at Berry Wealth Management in September 2017, after receiving his GCSE results. He has recently completed his Financial Services Apprenticeship, and has moved onto his foundation degree.

More about Mitchell

Outside of work, Mitchell is an elite gymnast and trains over 30 hours per week! Mitchell has competed in regional, national, and international competitions in Austria, Belgium, Bulgaria, Germany, and Holland. Mitchell has set his sights very high, hoping to become a Chartered Financial Planner and represent Great Britain in the Olympic Games one day!

Alison Henshaw

About Alison

Background

Alison is a Financial Service Administrator for Berry Wealth Management, and provides administrative assistance in the delivery of the Berry Wealth Management service proposition.

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.

Beverly Baldwin

About Beverly

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.

Tracy McCaw

About Tracy

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.

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