Brookmans & Berkeley Wealth Ltd - Financial Advisers

We are an Associate Partner Practice of St James's Place Wealth Management and offer our services across London, Essex and Hertfordshire regions. 

We specialise in a wide range of financial needs including:

• Retirement planning
• Savings and investment planning
• Tax and estate planning
• Individuals personal protection
• Corporate financial planning

We work closely with our clients to secure the financial future they are looking for. Working closely with the team at Brookmans & Berkeley Wealth and other professionals solicitors, accountants and other financial services specialists to ensure that all our clients receive the best advice available.

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no client is the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.

We aim to deliver our commitment by:

• Providing personal face-to-face financial advice
• Giving you the opportunity to review your financial affairs regularly
• Effectively managing your investments via our distinctive approach
• Keeping you informed of the latest news and any changes that might affect your personal situation
• Listening to your feedback
• Ensuring that our dealings with you are sensitive to your needs

                       Lauren Boys                                               Bill Khaliq  
        Wealth Manager and Director                Client Acquisitions Director

For further information and financial advice, please contact us at:

Tel:  07983 500598

Email: lauren.boys@brookmansandberkeley.co.uk

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