Financial Planning requires flexible solutions to deal with your ever changing needs for income, health, changing risk profile and family circumstances. We take into account your short, medium and long-term requirements, offering independent financial advice in the comfort of your own home, place of work, over the telephone or at one of our offices. Auto-enrolment is one of our specialist areas and we are here to make the whole process as simple as possible for you. We deal with the compliance complexities whilst your business concentrates on doing what it does best.
| Website | http://www.bswg.co.uk |
| Revenue | $7.4 million |
| Employees | 2 (0 on RocketReach) |
| Founded | 2013 |
| Address | 14b Market Pl, Chippenham, Wiltshire SN15 3HJ, GB |
| Phone | +44 1249 591141 |
| Technologies | |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Financial Planning, Financial Advisor, Chartered Financial Planner, Wealth Management, Independent Financial Advisor, Investment Advice, Portfolio Management, Financial Consultancy, Retirement Planning, Risk Management, Investment Management, Estate Planning, Income Planning, Pension Planning, Tax Planning, Wealth Preservation, Financial Solutions, Long Term Care Planning, Wealth Building, Insurance Planning |
| Competitors | Schroders, LGT Private Banking, Coutts, St. James’s Place, Quilter, Hargreaves Lansdown, Cazenove Capital, Rothschild & Co, Fidelity Adviser Solutions, Advisors4Advisors +59 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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Berkeley Square Wealth Group Questions
The Berkeley Square Wealth Group annual revenue was $7.4 million in 2026.
Berkeley Square Wealth Group is based in Chippenham, Wiltshire.
The NAICS codes for Berkeley Square Wealth Group are [523, 52].
The SIC codes for Berkeley Square Wealth Group are [62, 628].
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