Berry Wealth Management
BW
Financial Advisors
Berry Wealth Management
Harborough Rd, Market Harborough LE16 7SA
# Berry Wealth Management Ltd
Berry Wealth Management is an Independent Financial Adviser (IFA) based in Market Harborough, specialising in comprehensive financial planning for individuals, businesses, and business owners. Established in 2015 by Managing Director Colin Henshaw, the firm has built its reputation on deep client relationships and expert guidance.
The business serves clients seeking advice beyond standard financial services, leveraging its distinctive partnership with Berry Accountants to provide integrated financial and accounting support. This joined-up approach enables the firm to address all aspects of clients' financial lives holistically, from tax planning through to investment strategy.
Berry Wealth Management demonstrates particular expertise in retirement planning and long-term care provision, areas where many general advisers lack specialisation. The firm also advises on wills and lasting powers of attorney, recognising that comprehensive financial planning extends beyond investments and pensions.
What sets them apart is their commitment to vulnerable clients. As a Charter Member of the Financial Vulnerability Taskforce, they actively promote best practice in supporting clients facing financial difficulties or life challenges. This reflects their client-first philosophy and regulatory responsibility taken seriously.
The firm operates a transparent fee-based model, clearly communicating how they're paid for services. Clients benefit from access to a personal finance portal and digital calculators, combining traditional advisory expertise with modern technology.
Their longevity of client relationships—with some spanning 15+ years—speaks to the trust and quality service they deliver consistently.
Berry Wealth Management is an Independent Financial Adviser (IFA) based in Market Harborough, specialising in comprehensive financial planning for individuals, businesses, and business owners. Established in 2015 by Managing Director Colin Henshaw, the firm has built its reputation on deep client relationships and expert guidance.
The business serves clients seeking advice beyond standard financial services, leveraging its distinctive partnership with Berry Accountants to provide integrated financial and accounting support. This joined-up approach enables the firm to address all aspects of clients' financial lives holistically, from tax planning through to investment strategy.
Berry Wealth Management demonstrates particular expertise in retirement planning and long-term care provision, areas where many general advisers lack specialisation. The firm also advises on wills and lasting powers of attorney, recognising that comprehensive financial planning extends beyond investments and pensions.
What sets them apart is their commitment to vulnerable clients. As a Charter Member of the Financial Vulnerability Taskforce, they actively promote best practice in supporting clients facing financial difficulties or life challenges. This reflects their client-first philosophy and regulatory responsibility taken seriously.
The firm operates a transparent fee-based model, clearly communicating how they're paid for services. Clients benefit from access to a personal finance portal and digital calculators, combining traditional advisory expertise with modern technology.
Their longevity of client relationships—with some spanning 15+ years—speaks to the trust and quality service they deliver consistently.
Services offered
Retirement PlanningLong-Term Care PlanningPension AdviceInvestment ManagementProtection PlanningWills and Lasting Powers of AttorneyAuto-Enrolment ConsultationSavings and Investment Advice