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Berkeley & Wharf

Leading providers of innovative financial and management solutions for Corporate Clients and financial and lifestyle solutions for Private Clients

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Wealth

Introduction

Berkeley & Wharf Wealth offer both financial and lifestyle solutions to corporate and private clients.

Is your portfolio getting the strategic planning it deserves?

You may be a private client, happy with your wealth arrangements, or perhaps someone enjoying recent new found wealth? Making sure your treasured assets are being looked after discreetly, with an eye for detail and a head for diligence is essential, we can introduce you to market leading Independent Financial Advisors and Wealth Managers, so you can get on with your life and your lifestyle in the knowledge all is taken care of for the future.

Financial

Bespoke and innovative investment and lending products along with offshore solutions for company or personal requirements.

Investment opportunities

With an emphasis on investments, looking at cutting edge technological and infrastructure projects, our aim is to introduce you to a wide range of investment opportunities.

We only introduce to investment Managers who have been carefully considered. Berkeley and Wharf Wealth are able to offer introductions to market leading propositions. These investments make a superb addition to a sophisticated investors portfolio in today’s market.

Berkeley & Wharf Wealth provides no advice or guidance to the suitability of the investment opportunity  brought to the attention of potential investors. These investment opportunities are suitable only for sophisticated investors who will make an investment decision either themselves or with guidance from their professional advisors.

Lifestyle

We work with a number of lifestyle companies, including Close Personal Protection, Nannying Service and everything in between. We can facilitate your requirements through our close group of collaborative partners. How about a collectable bottle of malt whiskey to help you celebrate your success, we can even find this for you.