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 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 in depth 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 a valued customer of Berry Wealth Management.”

~ David & Elizabeth Donnelly

 

“I have been with Berry Wealth Management since they started, and have been extremely happy with the way they have managed my pension portfolio. They have been proactive in everything they do; whether it be with up-to-date correspondence, or regular one-to-one meetings. At last, I have found a financial adviser I can trust, whose sole objective is to manage and deliver mine and my wife’s financial objectives and aspirations in a highly professional, and sympathetic manner.”

~ Jon Flint

 

“Since working with Berry Wealth Management they have consistently met and surpassed my expectations of working with financial advisers. They take the time to really get to know their clients, which gives me every confidence that my financial goals are well-understood and balanced to my comfort level. They regularly provide updates, and have always been available to answer any questions or to explain options within my portfolio. Their help and guidance with regard to my retirement planning is invaluable.”

~ Kevin Randle

 

“Berry Wealth Management have been my financial advisers for the past two years, and have taken over my ongoing investments efficiently and smoothly. I always feel that they listen to my personal needs and offer sound financial advice to me, ensuring that I fully understand my portfolio and the options available. I have every confidence that I can rely on the support I receive, enabling me to safely plan for my retirement.”

~ Angela Zemlak

 

“Having previously received poor financial advice, dealing with Colin over the past ten years has been like a breath of fresh air. He takes time to understand your needs, explains things clearly, and has certainly helped us to enjoy our retirement. Colin has become a close and personal friend, and we have no hesitation in recommending him and his company.”

~ George & Sue Whitehead

 

“I have used Colin Henshaw as my financial adviser for over ten years. He provides high-quality advice and is superb at explaining complex issues for pensions. I have recommended Colin to several people in the past, and have no hesitation in continuing to recommend him.”

Ex- President & Chairman of Leicestershire Chamber of Commerce, Marketing Director of Alliance & Leicester Building Society, Chairman of Yorkshire Bank in Leicestershire, Senior Independent Director and Deputy Chairman of Hinckley & Rugby Building Society.

~ John Day

 

“We have had several Financial Advisers over the years, representing different companies, but Colin of Berry Wealth Management really stands out in terms of understanding our needs and objectives and through regular discussions ensures that our investments remain on track, giving us the confidence and security of a healthy retirement. We have no hesitation in recommending Colin and the Berry Wealth Management team for their friendly, outstanding service, good advice and expertise and are privileged to be able to count on them as being key to us feeling that our investments are in safe hands as they continue to perform, enabling us to fully embrace and enjoy our retirement years.”

~ Mr & Mrs Charlton

 

“We have been using Colin Henshaw’s services for many years. Previously, any kind of investment had been a worry to us but with Colin’s friendly professional advice we have begun to feel more confident. He is very generous with his time and explains investment strategies to us in a way that we can clearly understand. We can phone him at any time with a query and we always feel that he knows us an our investment details personally.”

~ Mr & Mrs Scott