Berkshire IFA Limited - Wokingham - Wokingham

Address: Albany House, 14 Shute End, Wokingham RG40 1BJ, United Kingdom.
Phone: 1183343500.
Website: berkshireifa.com.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointment required, Free parking lot.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 3.4/5.

Location of Berkshire IFA Limited - Wokingham

Berkshire IFA Limited, located in Wokingham, is a well-known and helpful financial planning firm. Their address is Albany House, 14 Shute End, Wokingham RG40 1BJ, United Kingdom. You can contact them via phone at 1183343500. Their website, berkshireifa.com, provides valuable information about their services.

As a financial planner, Berkshire IFA Limited specializes in offering financial advice and creating financial plans tailored to their clients' needs. Their team of experts is committed to providing clear, impartial, and professional financial planning services. They help clients make informed decisions about their financial future and achieve their financial goals.

This company has invested in accessibility, featuring a wheelchair-accessible entrance and restroom, onsite services, and free parking. Moreover, Berkshire IFA Limited is LGBTQ+ friendly, ensuring a welcoming environment for all clients. Appointments are required, and they offer the convenience of online appointments.

Berkshire IFA Limited has earned a solid reputation in the industry, with 5 reviews on Google My Business. The average opinion rating of 3.4/5 demonstrates a satisfactory experience for most clients.

If you're looking for a reliable financial planner in Wokingham, Berkshire IFA Limited is an excellent choice. Their expertise, commitment to clients, and accessible location make them a popular option for financial planning services. It's recommended to visit their website, berkshireifa.com, to learn more about their services and schedule an appointment. Don't hesitate to reach out and take the first step towards a secure financial future.

Reviews of Berkshire IFA Limited - Wokingham

Berkshire IFA Limited - Wokingham - Wokingham
Jefferson
5/5

Have used Berskhire IFA for several years now for help with the mortgage and managing a pension fund. They've always been diligent and thorough in their responses, making sure we had all the information we needed and were proactive in any recommendations on decisions we should be aware of and prepared to make.

Berkshire IFA Limited - Wokingham - Wokingham
Simon Moore
1/5

Want to transfer a pension. This company don't want to give the advice I'm legally obliged to obtain. Presumably no money in it for them

Berkshire IFA Limited - Wokingham - Wokingham
S 13
1/5

Avoid! History of making bad investments in questionable funds which have stopped trading. Lack of transparency with clients. Seem to be driven by commissions over everything else.

Berkshire IFA Limited - Wokingham - Wokingham
Dan Smith
5/5

I went here for mortgage and pension advice and was very happy with their helpful and professional service - a definite recommendation from me.

Berkshire IFA Limited - Wokingham - Wokingham
Lester Eb
5/5

Ashton and the team are clear and transparent in their advice. I recommend them!

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