Financial Services
Here, perhaps above anything else, you want advice to be well founded and come from people you trust.
We are regulated and approved to offer advice regarding a wide range of financial services. You may want to ensure your current investments are sound and working well for you or to assess opportunities for appropriate new investment; we can help with both, creating an overall strategy within which all elements – mortgages, pensions, life insurance and investments of all sorts – sit comfortably.
Important elements include:
In every case the range of available products on offer is mind boggling. Assessing what’s best and doing so in a way that is up to date on recent changes and looks ahead to the future is vital; we can bring a tried and tested expertise to the process that reduces risk and helps guarantee good decisions and good returns.
We are regulated and approved to offer advice regarding a wide range of financial services. You may want to ensure your current investments are sound and working well for you or to assess opportunities for appropriate new investment; we can help with both, creating an overall strategy within which all elements – mortgages, pensions, life insurance and investments of all sorts – sit comfortably.
Important elements include:
- Savings: whether you are saving for school fees, retirement or a rainy day, whether you are viewing short or long term savings – all must be safe and tax efficient
- Investments: stocks, shares, the equity markets, all such investments must create the right portfolio for you
- Pensions: pensions have become ever more complex, variable and less certain over recent years, so being sure existing arrangements are right for you and planning new initiatives in a considered manner is essential to both peace of mind and future income.
In every case the range of available products on offer is mind boggling. Assessing what’s best and doing so in a way that is up to date on recent changes and looks ahead to the future is vital; we can bring a tried and tested expertise to the process that reduces risk and helps guarantee good decisions and good returns.
Berkeley Townsend Chartered Accountants is Authorised and Regulated by the Financial Conduct Authority for Investment Business.
Complaints Process
If you have a concern or complaint about a product or service provided by Berkeley Townsend, you should in the first instance contact the person who provided the service.
If you don't think a satisfactory outcome has been achieved, contact Berkeley Townsend’s Customer Support, by calling us on 01277 227070, or send an email to complaints@berkeleytownsend.com or write to us at Berkeley Townsend, Hunter House, 150 Hutton Road, Shenfield Essex CM15 8NL
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
If you have a concern or complaint about a product or service provided by Berkeley Townsend, you should in the first instance contact the person who provided the service.
If you don't think a satisfactory outcome has been achieved, contact Berkeley Townsend’s Customer Support, by calling us on 01277 227070, or send an email to complaints@berkeleytownsend.com or write to us at Berkeley Townsend, Hunter House, 150 Hutton Road, Shenfield Essex CM15 8NL
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
