Berkeley Warburg Financial Planning were established in margate in 2001, offering financial services to clients in Margate and beyond.
Managing Director Dale Cawdron is familiar with the need to offer Margate and Thanet wide residents a complete one-stop package across a wide range of financial services.
Dale has been contracted to the Sunday Express as a financial adviser. He is one of the most highly qualified financial advisers, not only in Margate but in the UK, with 15 years experience, and has recently achieved the Fellowship of the Life Assurance Association.
Berkeley Warburg Financial Planning offer a wide range of value added contracts on top of the usual financial planning contracts offered by most financial advisers. We provide our clients with a total financial services package tailor made to their needs.
Opportunities companies to mitigate their corporation tax.
Opportunities to reclaim up to 100 per cent of higher rate income tax and capital gains tax.
Opportunities to reduce tax on the disposal of your business including associates to companies providing full sales service to find the most suitable buyer.
Detailed Financial advice and planning to reduce inheritance tax using a variety trusts, wills and insurance based contracts.
Berkeley Warburg Financial Planning - Bespoke financial advisers serving Margate and beyond
Call us on Margate (01843) 209040
Please mention The Best Of Margate when calling
Berkeley Warburg Financial Planning Ltd are authorised and regulated by the Financial Services Authority