At Berkley Square Private Clients we have more than 50 years of combined adviser experience, this has been gained solely within the financial planning and wealth management arenas. With offices situated in Chippenham and Bristol our practice is able to enhance the financial situation of many clients, by forming long term trusted relationships. We take pride in guiding and expertly advising individuals and businesses in what can seem more complex and time consuming areas, such as Investments, Inheritance Tax Planning and Pension Planning.
Our bespoke and personal service has allowed us to create a successful Financial Services Practice, based on our core values, these being integrity, quality and excellence. Our values give financial peace of mind to both private and corporate clients. We believe that the levels of satisfaction our clients experience is clearly measured in the number of new clients that come to see us as a result of a personal recommendation.
Charities currently sponsored include the St. James’s Place Charitable Foundation, which supports good causes both home and abroad.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.