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About Berkeley Burke - Our History

Berkeley Burke Group Limited is a privately owned professional services group established by Grahame Berkeley in 1973. He remains the principal shareholder and Chairman of our small group of companies, which continues to provide the highest quality advisory services to both corporate and private clients alike.

From the beginning we have built our successful business on the back of providing high quality consultancy and advice to our clients in tandem with the highest levels of personal service. Old fashioned concepts such as respect for clients and providing service excellence have served us well, and we have many clients who have been with us for many years, and in some cases decades.

We also pride ourselves on our long history of driving service innovation for the benefit of our clients, and Grahame Berkeley was among the very first to promote the advantages of ‘small self-administered pension schemes’ to our owner-managed business clients in the 1970s. This key strength has continued with pioneering work in other areas such as the more recent ‘self-invested personal pension schemes’, QROPS, EBTs, FURBs, and others, and Berkeley Burke is now pre-eminent in the area of truly self-invested client financial solutions.

When it comes to employee benefit plans for employees, Berkeley Burke has been at the forefront of developing effective solutions for clients of all sizes across a wide range of business sectors. We have particular expertise in developing employee benefit plans which appeal to the hospitality industry and have developed employee benefits schemes for a number of well-known major hotel groups, who have remained clients for many years.

We continue to grow our business both organically and by targeted strategic acquisitions, and today Berkeley Burke is one of the leading regional financial services advisory businesses in the country.

Berkeley Burke Group Limited is registered in England with company number 04136164, and is Authorised and Regulated by the Financial Conduct Authority through our subsidiary companies.

See Compliance page for further information.

© Berkeley Burke 2016