Wealth management is the specialism which offers investment advice and financial and risk planning. Individuals, small-business owners, and families who need the assistance of a qualified financial advice specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals, and investment management.
Private wealth management is delivered by Berkeley Burke and this can include, but is not limited to, advising on the use of various estate planning vehicles, business-succession, as well as pension planning. The development of our Wealth Management business is focused on maintaining our position at the forefront of delivering investment and risk management solutions and providing high quality customer service in addition to incorporating Government-led initiatives as standard.
Berkeley Burke provides bespoke and individual solutions tailored to investment objectives, whilst not creating inappropriate or unnecessary risk. We work in tandem with accountants and solicitors to ensure that the solutions we create are aligned with any income, capital gains or inheritance tax mitigation.
Berkeley Burke is usually only able to provide advice, guidance, or services to clients based in the United Kingdom.