Expertise
- Pensions
- family protection
- Pension Transfers
- investment planning
- Inheritance Tax Planning
- Wealth Management
- Income Protection
- ISA's
- Estate planning
- Pension Auto Enrolment
- Pensions for Directors
- Pension Planning
- Pensions Freedom
- Investment Planning
- Investment Bonds
- Unit trusts
- Cash flow modelling
- Cash Flow Planning
- Inheritance Tax IHT
Summary
S & K Berry Associates Ltd offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.
We offer a personal wealth management service, we do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Build or preserve wealth
- Manage cash and borrowings
- Gain financial protection against risk
Experience
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S & K Berry Associates
Financial Adviser
- Current
