Berkeley Burke Fact Find
Berkeley Burke provides a full and independent and unbiased financial advice service, covering the whole range of financial products across all of the various companies available on the market. Our fully qualified professional consultants will get to know you, your financial aims, current circumstances and objectives, and where you’d like to end up in the long term. It is worth having an idea of your future financial aims and objectives. It may be as basic as providing for children, mortgage fees, ensuring a comfortable retirement, or something more exciting. Berkeley Burke are usually only able to provide advice, guidance or services to clients based in the United Kingdom. If you have any further queries, then please feel free to contact us directly.
To assist our consultants through the advice process we ask that you complete a copy of our ‘Fact Find’ – which is a form that records all your relevant personal details, financial data, and other information your consultant needs in order to be able to work on your behalf. Providing all of the information required and completing the Fact Find can be a time-consuming process, but will save you time and money as your consultant will not be required to obtain this data.
If you are completing the Berkeley Burke Fact Find for the first time, please note we will also require that you complete the Risk Profile Evaluation tool that is available once you have submitted the Fact Find, so we can fully evaluate your attitude to investment risk.
If you require any assistance in completing the Berkeley Burke Fact Find, we suggest that you download the Glossary document. This document contains descriptions of some of the more technical terms. If you require any further assistance, then please do not hesitate to contact your regular Berkeley Burke Consultant, using the details below.
Alternatively, you can access a printable version of the Berkeley Burke Fact Find by clicking on the button below, or simply contact us and we can send you a paper copy of the Fact Find form for you to complete and return to us at:
Berkeley Burke & Co Ltd
2 Regent Street
For terms and conditions and service pricing information relatng Berkeley Burke's Retirement Advice, the Berkeley Burke Fact Find, or other Berkeley Burke Group activities, please download the Client Agreement via the button below. Please note Berkeley Burke will not charge you a fee or associated cost for any work or investigation carried out on your behalf until a signed Client Agreement has been received from you, the client. For further information relating to Berkeley Burke's Client Agreement, please contact either your regular Berkeley Burke Consultant, or contact us.