Berkshire Financial Planning - Sandhurst

Address: 52 Munnings Dr, College Town, Sandhurst GU47 0FN, United Kingdom.
Phone: 7984470686.
Website: berkshirefinancialplanning.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.

Location of Berkshire Financial Planning

7984470686

Berkshire Financial Planning is a financial planning firm located in College Town, Sandhurst. The address is 52 Munnings Dr, College Town, Sandhurst GU47 0FN, United Kingdom. You can easily contact them at 7984470686. Their website, berkshirefinancialplanning.co.uk, provides valuable information about their services and team.

As a financial planner, Berkshire Financial Planning specializes in helping clients achieve their financial goals. They offer personalized advice and strategies tailored to each client's unique situation. Their team of experienced professionals understands the importance of building long-term relationships with clients and providing ongoing support.

The company's office is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom, making it easy for everyone to visit. There is also a restroom available for visitors.

Berkshire Financial Planning has received 12 reviews on Google My Business with an impressive average opinion of 5/5. Clients have praised the firm for its professionalism, expertise, and dedication to providing excellent service.

If you are looking for a financial planner who can help you achieve your financial goals, Berkshire Financial Planning is an excellent choice. Their personalized approach, experienced team, and commitment to client satisfaction make them a top choice for financial planning services.

Don't hesitate to visit their website, berkshirefinancialplanning.co.uk, to learn more about their services and team. You can also contact them directly at 7984470686 to schedule a consultation and start working towards your financial goals today.

Reviews of Berkshire Financial Planning

Berkshire Financial Planning - Sandhurst

Cyril Landy

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 Bell

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 Thomas

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 LESSONS CAMBERLEY Stephen Murrell

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.

Alan Howell

5/5

Sam provided me with some excellent feedback following review of my current pension arrangements. His advice was to continue as I am, gave me peace of mind and so I am very grateful for your friendly and extremely valuable service.

Abul Kibria

5/5

I reached out to Berkshire Financial Planning, in Sandhurst, to discuss options of investing and pensions.

Samsu educated me on how investments work and de-mystified the complex world of pensions in simple, easy to understand language.

I now have a better understanding of my financial plans and feel confident working with him which will allow me to have a comfortable retirement.

Thanks for your help Samsu.

Jo-Anne Stolworthy

5/5

When we approached Sam for financial planning advice, he took the time to understand exactly what we needed and patiently answered all our questions. We really felt that he had our best interests at heart throughout the process

Paula Bremner

5/5

A prompt and courteous response to my query means my parents can now make an informed decision regarding their finances.