Innovative

 

Pioneering self invested pension
schemes that deliver choice,
service and online functionality.

Freedom

 

Your pension, your way. Cost
effective personal pensions with
freedom of investment choice.

Accessible

 

Easy access to your retirement funds from a company you can trust.

Adaptable

 

Pension plans that evolve with
your changing circumstances.

SSAS
Our Small Self Administered Scheme (SSAS) is an occupational pension scheme designed to provide business owners with a wide range of choice, flexibility and control.
SIPP
A Self Invested Personal Pension (SIPP) is a flexible individual pension with the freedom to invest tax-efficiently across a wide range of opportunities, including commercial property.
Property SIPP
We have recently launched a Property SIPP in collaboration with Josiah Hincks. Clients can invest in property using their SIPP on advantagious terms.
Technical assistance
Sometimes clients raise technical issues that are not straight forward. Our dedicated technical team are a fount of knowledge for intermediaries and other introducers.
Introducers
Alongside our financial advisers we work with introducers, such as solicitors and accountants, to deliver pension solutions tailored to the needs of their clients.
Delivering true value
Established in 1973, Berkeley Burke is an independent company that specialises in providing self invested pensions (SSAS and SIPP). Berkeley Burke has designed its products to ensure that they are, and will remain, some of the most flexible and cost effective pension plans on the market.
defaqto 2013
defaqto 2013