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Berry Financial Planning

361 Reviews
Outstanding
Member 15+ Years
236026
335 Red Bank Road
Bispham
Blackpool
Lancashire
FY2 0HJ

Tel:
01253 59****


schedule Open : Closes at 16:00keyboard_arrow_down
Mon - Fri: 07:00-16:00
Sat / Sun: Closed

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Member since : 18 Jan 2010
Manually reviewed : 21 Oct 2021
Last updated : 7 Mar 2025

About Berry Financial Planning


Financial Planning is our business and at Berry Financial Planning we are passionate about making sure that your finances are in good shape. Our range of personal financial planning services is extensive covering areas from pensions, equity release to inheritance matters and tax efficient investments. However, we do specialise in working with typically older clients and the two main areas that we excel at and where we can make a big difference to a clients finances in retirement are for example:

1) Helping people access their pension tax free cash lump sum as well as maximising the income that they are able to generate from the pension using the 'open market option' and/or.
2) Helping people access equity from their home by way of an equity release scheme.

The key benefits of using Berry Financial Planning are as follows:

1) Unbiased - We are passionate about providing the best financial advice so that when we research the market place to find the right products for our clients we research the whole of the market without exception. For your information, our regulator the Financial Conduct Authority places on Berry Financial Planning a legal duty to provide 'best advice' and we can only do this we feel by searching the whole of the market.

2) Paperwork- As part of our service we would also take care of all of the paperwork and make the whole process of arranging your finances as easy and straightforward as possible liaising on your behalf with all parties involved where relevant including insurance companies, solicitors, accountants and surveyors.

3) Local - By being local and meeting face to face provides reassurance as buying an annuity or taking out an equity release plan for example are once in a lifetime events and clients tell us that they much prefer to deal with someone and have all their questions answered in this way.

4) Advice - As professional advisers we take full responsibility and liability for our advice both now and in the future whereas companies that transact through the internet or via the phone often work on an "execution only basis" and therefore take no liability. You will also have confidence that all advice is provided by Matthew Berry who being the managing director of Berry Financial Planning strives to maintain and grow the firms excellent reputation.

5) Professional and qualified - Matthew has been involved in financial services since he left University in 1997 and is qualified to the highest level being a Chartered Financial Planner and specialises in Income Options in Retirement so you can rely on him to be your trusted adviser.

6) Continuity - The typical clients of Berry Financial Planning are individuals aged between 55 and 75 whereas Matthew was born in 1976 and what this means is that Matthew is aiming to provide access to local financial advice throughout his working life as an adviser which will track his clients future life expectancy.

Matthew Berry entered financial services as a graduate trainee for a major life assurance company in 1997. He subsequently gained broad industry experience of the profession and prior to establishing Berry Financial Planning worked as a Senior Adviser for a national firm of independent financial advisers where he directly helped the organisation to achieve status as ‘Large IFA of the Year’ as judged by the professional magazine ‘Financial Adviser’ for an unprecedented three years in a row from 2005 to 2007.

In addition to holding the Advanced Financial Planning Certificate, he has attained Certified Financial Planner status as awarded by the Institute of Financial Planning and also the prestigious Chartered Financial Planner award granted by the Chartered Insurance Institute.

Berry Financial Planning Limited is an appointed representative of Network Direct Limited which is authorised and regulated by the Financial Conduct Authority. FCA Number 603192. Registered Office: Unit 1, Barons Court, Graceways, Blackpool, FY4 5GP. Registered in England and Wales. Company No. 7047988.
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361 FreeIndex Reviews - Ranked 2nd out of 78 UK Independent Financial Advisors (IFAs)

Rating Distribution

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Mr Paul Holt
Poulton-Le-Fylde
Matthew is very good at keeping an eye on not only the financial situation but how generally my retirement plans are going such as Health, leisure activity's, Holidays etc. This provides me with a very useful additional viewpoint, which enables me to take a more balanced approach to my future retirement plans.
Ian Hillier
Thornton-Cleveleys
A complete review of our financial status, made recommendation for personal pensions with regard to my personal risk outlook, switched my personal pensions to one company which was all done through their systems. Gave advice and recommendations regarding all other assets and also on retirement planning.
Johnmark Hanney
Fleetwood
Summary. Looked at existing pension schemes. Recommended two new schemes, one after initial review then a second one following review of the first scheme. Good value for money. Nice office in Bispham. When I retired I had 5 different money purchase pensions. To access a defined benefit scheme I was required to move one of the money purchase schemes. I took this opportunity to review all my money purchase schemes. After my review I decided I needed help in how to progress the situation. I chose Matthew out of several IFA near me. Matthew looked at my pension schemes and made a recommendation for a new scheme to transfer to. This scheme represented very good value for money. However I thought this scheme was limited, I knew what I was looking for would be more expensive than the first scheme recommended. Matthew then looked again and made a further recommendation. This scheme has a very low platform cost. Along with Matthew’s fee I doubt I would get it cheaper doing it independently and I wouldn’t have the benefit of Matthew’s advice. I have had my first annual review recently, the scheme is on track to achieve my objectives. There is a slight wobble due to the recent change in government but it should settle down after the October budget.Moreexpand_more
Peter Wallace
Blackpool
If it hadn’t been for Matthew and his team I would be still be indecisive and wondering what to do. I wanted to retire but didn’t know if I had enough to do so. It was he that made it possible. He put me instantly at ease with his genial and enthusiastic manner. He is concise, confident and patient helping me understand and put together a plan. Not just for the present but continuing into the future too. He’s stayed with me, not only giving sound advice but sometimes as a sounding board when I am trying to make a decision. I owe him a lot so far, long may it continue. Many thanks.
Andy Campbell
Blackpool
Matthew has given great clear and concise advise, I’m very grateful.
Julie Archer
Blackpool
Excellent service from Matthew. He clarified everything for me in a clear, concise manner which will help me make the decisions I need in managing my pension.
David Jolly
Blackpool
Excellent advice highly recommend Matthew extremely knowledgeable and professional looking forward to pressing the button on my retirement nice guy to deal with as an added bonus certainly knows his business.
Barry Shuttleworth
Lancaster
Mathew and his team, keep you up to date with all current information. They make the process less looking after your pension needs easy and are always happy to answer any of your questions and concerns.
Andrew Richardson
Blackpool
I personally find that Mathew at Berry Financial extremely helpful, and informative. Always there to help with questions I have, and gives good precise advice.
Mr Paul Holt
Poulton-Le-Fylde
Clear and Concise advice on how to manage my finances in my retirement years, thank you Mathew.
Beverley Ann Butle...
Thornton-Cleveleys
Mathew always gives me excellent advise on my pension etc and nothing is to much trouble.
Noel Boyd
Lytham St. Annes
Straightforward, friendly advice and first class communication. A personal 5 star service that goes beyond just numbers. Highly recommended. .
Colin Hirst
Fleetwood
I have worked with BFP for 5 years in preparation for retirement. I have always had full confidence in the advice and have gained great value from the support towards the retirement goal. Having recently retired that advice has paid dividends on what is a big step, it was a personal leap of faith, but one that I took in the comfort of the plans BFP had helped with. Leap and the net will be there. I realise that my net has been there for the past 5 years. Thank you Matthew and team for making our truly life changing step successful.
Andy Rodgers
Lytham St. Annes
Extremely professional, friendly and excellent advice about my wife's and my own pensions. After one face to face meeting with Matthew and leaving all necessary paperwork, Matthew made all the enquiries and advised us on the best way forward. Thanks to Matthew we have now paid off our mortgage and we are now in a far better position financially. Berry Financial Planning is definitely the place to go for excellent financial advice.
Margaret Martin
Gourock
Choosing berry financial planning has been the best choice we made when we retired, Mathew has looked after us very well, he is very pleasant and explains everything to you in a manner that you understand, keeps us up to date with any changes. Thank you mathew for all your help and good advice.
Julie Greaves
Blackpool
Great advice from Matthew pension planning. We discussed my retirement goals and he was realistic about my expectations. Highly recommend.
Richard Horrocks
Thornton-Cleveleys
Providing good quality, value for money support for all our financial needs. Good response to any requirements. I have confidence in the service provided.
Liam Courtney
Thornton-Cleveleys
Matthew took time to explain everything about my investment and early retirement options to me, which was really appreciated.
Jacqueline...
Lytham St. Annes
Matthew clearly explained all aspects of the retirement process, providing easy to understand advice, whilst answering all questions openly and honestly.
John Graham Kenned...
Blackpool
I have used Berry Financial Planning Ltd on a number of occasion's now and found that. Matthew is a Very knowledgeable adviser, who is not in the slightest pretentious, therefore he is very good at explaining your options in layman's terms and his advise is always given in a pragmatic way. The whole experience is very relaxed with a nice pleasant atmosphere. .
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