Serving Ramsgate,and the surrounding area, The Berkeley Warburg Group was formed in 2001 to provide bespoke financial services to their clients.
The managing director Dale Cawdron recognised the need to offer the Ramsgate and Thanet population a complete one-stop service across a wide range of financial services.
Dale is one of the most highly qualified financial advisers, not only in Ramsgate, but the UK having achieved the Fellowship of the Life Assurance Association. Dale has over 15 years experience as a financial adviser, and specialises in pension and investment advice.
Dale has recently been contracted as a financial adviser to the Sunday Express.
In addition to the standard financial planning contracts that most financial advisers consider Berkeley Warburg Financial Planning offers a wide range of value added contracts.
Opportunities to reclaim up to 100% of higher rate income taxation and capital gains taxation.
Opportunities for Ramsgate and Thanet companies to mitigate their corporation tax due in any one year.
Opportunities to mitigate taxation on the disposal of your business including links to companies offering full sales service to find you the most appropriate buyer.
Detailed financial advice and planning to reduce inheritance tax on death to your estate utilising a variety of trusts, wills and if required insurance based contracts.
Berkeley Warburg Financial Planning offers its clients the complete financial services package specifically designed for each individual or company from all backgrounds.
Berkeley Warburg - bespoke financial advisers serving Ramsgate and the Thanet area.
Berkeley Warburg Financial Planning Ltd are authorised and regulated by the Financial Services Authority
Please mention The Best Of Ramsgate when calling