Berry Wealth Management Ltd

Berry Wealth Management Ltd is an independent financial advisory firm that focuses on client relationships. They specialize in retirement planning and long-term care, providing financial advice in collaboration with Berry Accountants.
  • Pensions
  • Auto-Enrolment
  • Retirement Planning
  • Long-Term Care Advice
  • Savings and Investments
  • Wills and Lasting Powers of Attorney
Size
Small
Phone
N/A
Website
bwmifa.co.uk
Email
N/A
Digital Popularity
Popularity over time
Social Media
Company Details
Berry Wealth Management Ltd is operated by Berry Wealth Management Ltd and is a Active company incorporated on 18 August 2015 with the registered office located in Market Harborough, Leicestershire. Berry Wealth Management Ltd was registered 10 years ago.
Status
Active
Size
Micro
Directors
3
Age
10 years old
Employees
8
Turnover
Unreported
Total Assets
£347.05K
Cash in Bank
Unreported
Total Liabilities
-£75.04K
Mark Anthony Woods
Director • Accountant • British • Lives in UK • Born in Apr 1963
Adrian Charles Neal
Director • Accountant • British • Lives in England • Born in Jul 1962
Colin Stuart Henshaw
Director • PSC • Financial Adviser • British • Lives in UK • Born in Apr 1964
Mr Mark Anthony Woods
PSC • British • Lives in UK • Born in Apr 1963
More information on Berry Wealth Management Ltd
Teams
All
2
Kimberley Smith Dipfa
Paraplanning Manager • Joined Jun 2022
Mitchell Henshaw Dippfs
Independent Financial Advisor • Joined Sep 2017