Berkeley Townsend
Chartered Accountants & Registered Auditors
Our business is to make absolutely
sure you never overpay the taxman
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Financial Services


You need to be sure that whoever advises you on financial matters is well qualified to give you the best independent and impartial advice.

We are regulated and are approved to provide advice on a wide range of financial services, and we can have access to a wide range of financial institutions and their products. Not only can we help with new investment, we can review your existing investments to ensure they are suitable for your needs in an ever - changing world.

Together we can develop a financial strategy that covers all the important financial areas in your life, such as mortgages, pensions, life insurance and a range of investment products.


Savings - we can assist in developing both short term and long term tax efficient savings plans suited to your needs. Whether you are interested in saving for school fees, retirement or a potential rainy day - we can recommend the financial services product that suits your requirements.

Investments - we can help you build up your portfolio of investments in stocks and shares, and advise you on the best kind of investment for your circumstances. We can introduce you to advisers well versed in the complexities of the equity markets.

Pensions - Building up a good pension is vital, especially given the unlikelihood of state retirement pensions keeping pace with the needs of tomorrow's pensioners. We can help with planning your pension; reassessing the suitability of your current provision, and we can advise employers on the provision of new stakeholder pensions for employees.

Mortgages - For most people the single most important financial decision they will make relates to their mortgage. We can help, whether you need a simple mortgage, or whether your circumstances are more complex. We can access a wide range of different mortgage products from reputable mortgage lenders, and will help ensure that the choice you make is not a choice you will live to regret.

telephone: 01277 22 70 70