Welcome to Berkeley Wealth Management


Berkeley Wealth Management, member of the St. James's Place Partnership, believe that the key to delivering effective wealth management service is the development of strong and trusted client relationships that endure. To effect such long lasting relationships, we have built a service grounded on professional expertise, a distinctive approach to investment management and provision of quality face to face financial advice which is tailored to each individual.

We work with clients to help them realise their long term aims, supporting them as circumstances and priorities change. The advice and services that we provide are within the broad spectrum of:

  • building and preserving capital,

  • planning for retirement and

  • protecting wealth against risk'.


    • For more information about the range of services we offer, please click here. If you have any financial questions you would like to discuss or for a confidential, no obligation review, please do not hesitate to contact us.