Berkshire Financial Planning - Camberley

Berkshire Financial Planning is a reputable financial planning company located at Fairdene, 25 Brackendale Cl, Camberley GU15 1HP, United Kingdom. They can be reached by phone at 7984470686 and through their website berkshirefinancialplanning.co.uk.

The company specializes in financial planning and has been praised for their expertise and dedication to their clients. They provide wheelchair-accessible car parking, toilet facilities, and it is recommended to make an appointment in advance.

With an impressive 18 reviews on Google My Business, the company boasts an average rating of 5/5. Customers have praised the company for providing genuine, honest, and straightforward advice, making them a trusted choice for financial planning needs.

Characteristics of this company include:

• Expertise in financial planning
• Convenient location with wheelchair-accessible parking
• Toilet facilities available
• Appointment recommended

👍 Reviews of Berkshire Financial Planning

Kate

5/5

I had a call with Sam to discuss pensions and IHT. He was very easy to chat with and explained things clearly. I had some understanding before our call however Sam took time to discuss various scenarios and I definitely gained a better knowledge of what my options were. What I appreciated most was the genuine, honest, straightforward advice.

Kirsty W.

5/5

Sam was recommended to me by a family member who had previously worked with him. He is warm, friendly and professional, and was happy to help me with advice over several months prior to making investments. I have found Sam to be capable, reliable and knowledgeable. I am confident in my choice to work with him!

Amanda M.

5/5

Would highly recommend Sam - talks in simple terms that even I can understand when it comes to financial matters and has helped me plan our future steps

Carl A.

5/5

It was a pleasure to have Sam round to discuss pension options.Sam explained everything to us and left us feeling happy and safe in his hands.we would strongly recommend this company to anyone.

Cyril L.

5/5

I can't recommend Sam enough. He fully understands my needs and is always very proactive in his communication to me. Sam has got an incredible memory and remembers all the details of my circumstances, both financially and personally and quite often answers my questions before I even ask them. He is very personable and patient, always willing to answer any questions no matter how basic they are, and most of all I have never felt any pressure from him to buy any products or plans. He genuinely cares !

Carolyn B.

5/5

I can't recommend Sam enough. From our first meeting I felt I would be able to trust him as he quickly understood my needs and was very proactive in his communication to me. From our first meeting he remembered all the details of my circumstances, both financially and personally and instantly eased my worries. He is very personable, patient and a good listener, always willing to answer any questions no matter how basic they are. A genuinely nice guy and would thoroughly recommend him.

Miles T.

5/5

I was given Sam’s contact details by my accountant who recommended Sam to help me with arranging pensions, pension transfers and investments as a way of reducing my business corporation tax and also to look after my future retirement plans. Having worked for many companies over the last 35 years I had pensions with many different pension providers. Sam has helped me to combine these pensions as well as set up future investments.

GUITAR L. C. S. M.

5/5

I recently started working with Samsu as I was unhappy with lack of information and in person reviews with my last advisor. Samsu is a very friendly and sociable person who is easy to talk to and explains things very well.
I was worried about the cost of living being near retirement and he came to my house and spent 2 hours answering all my queries and concerns.
I felt reassured when our meeting was over and very thankful for Samsu giving me his time.
He is always willing to answer questions and give his time to help.
I would thoroughly recommend Samsu for anyone needing friendly advice.