Berkshire Wealth 32-33 High Street, Ascot SL5 7HG
About the Business
Welcome to Berkshire Wealth, your one-stop destination for reliable financial solutions. At Berkshire Wealth, we take pride in offering a comprehensive range of financial services to help you achieve your monetary goals. Our institution is conveniently located at 32-33 High St, Ascot, SL5 7HG, United Kingdom - making it easily accessible to our clients.
As an establishment, we strive to provide a personalized experience while catering to your individual financial needs. Our team of experts is committed to delivering exceptional service, backed by years of experience and knowledge of the financial industry. We understand that financial planning can be a daunting task, which is why we take the time to understand your specific goals, and create a customized financial plan just for you.
At Berkshire Wealth, we believe that finance is not just about numbers; it’s about personal aspirations, hopes, and dreams. Our comprehensive range of financial services includes investment management, wealth protection, retirement planning, tax advisory, and more. We believe in taking a holistic approach to financial planning, which involves considering all aspects of your life and utilizing the best practices in the industry to ensure seamless execution.
As a point of interest, Berkshire Wealth has become a go-to destination for those seeking reliable financial advice and guidance. Our reputation in the industry is built on trust, transparency, and accountability. We understand that every individual has unique financial needs, which is why we offer a personalized approach to everyone who walks through our doors.
In summary, Berkshire Wealth is your partner in securing your financial future. Our experienced team is committed to delivering tailor-made financial solutions with the utmost professionalism and integrity. Visit us today, and let us help you achieve your financial goals.
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"We recieved two letters from Berkshire Wealth advising us of a possible stamp duty reimbursement, both letters went in the bin !! When we recieved a third letter I rang them and spoke to Lis Casey, she reassured me it wasn't a scam and we did fit the criteria for a tamp duty rebate on the property we had just bought. The process was extremely easy ,I was emailed a list of things I needed from our solicitor regarding the purchase of our house.They sent the information straight back to me and I forwarded it on to Lis. Fast forward 4 months and we were awarded £10,000 less the fee to Berkshire Wealth (1,500.00). I can honestly say we were flabbergasted at the outcome as we never would have known that this was possible . Please if you revieve a letter from this company , contact them don't do what we done and bin the first two letters, there is a time limit from purchasing your property to applying for the rebate. Highly recommend this company"
"Don’t ignore their letters! Many thanks to Liz and Adam for all their efforts! The service has been fantastic and we would highly recommend Berkshire Wealth to anyone that is eligible for a stamp duty rebate. Many thanks again, Elliot"
"Berkshire Wealth approached my partner re more than halving the amount of SDLT payable on a property she had purchased. The claim was accepted by the Inland Revenue without challenge at the time, as a result of which we paid over £5000 to Berkshire Wealth. Subsequently, the Inland Revenue challenged the claim. It is now clear we did not have a leg to stand on. There was no justification for arguing that the property was 2 separate properties and therefore eligible for a lower rate of SDLT - no separate kitchens, no separation into 2 dwellings. We now have to pay the full amount plus over £5000 interest. Our attempts over the past month to reclaim the £5000 paid to Berkshire Wealth - whether by email or my phone - have met with zero response. I am now being forced to take legal action against Berkshire Wealth to elicit a response from the company"
"We thought it was a scam! First thing we did was to phone our financial advisor. He had never heard of the possibility of overpaying stamp duty but asked what it would cost us to make a claim through Berkshire Wealth. We told him no win no fee basis, so he said that we had nothing to lose and to let him know the result. Next we phoned Lis and agreed to go ahead with the claim. We phoned the estate agent who had sold us this house and the estate agent who had sold our previous house, which also had an annex, neither of them had heard of this potential overpayment of stamp duty. We had to get documents from our own solicitor sent to Berkshire Wealth and I find it incredible that they, being responsible for paying our stamp duty to HMRC, didn’t know the rules governing purchase of a property with an annex. They even had the nerve to ring back and ask if they could try to get the refund for us. The process took several months but Berkshire Wealth kept us informed throughout and eventually £8500 was transferred to our account. We can thoroughly recommend Berkshire Wealth."
"Berkshire Wealth contacted me to bring my attention to potential rebate associated with the house we bought. Our solicitors had not identified the criteria we met for SDLT relief, so when Berkshire contacted us we were rather sceptical by default. That said, they explained very clearly to us why they knew we were in scope for SDLT relief along with the simple steps we'd need to take to reclaim the tax we had wrongly paid. The process was simple, apart from taking a few photos, Berkshire tood care of everything, and I can wholeheartedly recommend the service and resulting outcomes they provided."
List of local businesses, places and services in Reading
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos