Berry Financial Planning

Matthew reviewed my full financial situation after receiving some inheritance and opened my eyes to a couple of issues in my situation. His full and comprehensive review was fully appreciated and his reassurance and advice on how to resolve the issues reassured me.

Matthew is great to deal with and offered excellent service and advice.

Matthew was very informative and kept me updated as to the procedure that would happen very satisfied with his service.

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.

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.

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

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.

Matthew has given great clear and concise advise, I’m very grateful.

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.

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.

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.

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.

Clear and Concise advice on how to manage my finances in my retirement years, thank you Mathew.

Mathew always gives me excellent advise on my pension etc and nothing is to much trouble.

Straightforward, friendly advice and first class communication. A personal 5 star service that goes beyond just numbers. Highly recommended. .

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.

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.

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.

Great advice from Matthew pension planning. We discussed my retirement goals and he was realistic about my expectations. Highly recommend.

Providing good quality, value for money support for all our financial needs. Good response to any requirements. I have confidence in the service provided.