Darren Berry FPFS TEP

Who do I work with? I work predominantly with private clients. I focus on helping clients protect what they have, and to successfully transfer their wealth to future generations, whilst ensuring they retain sufficient to support their desired lifestyle. This often results in working closely and collaboratively with my client’s legal and tax advisers. My clients are frequently entrepreneurs, and senior managers and directors who are either approaching or have recently made the transition into retirement. My clients are frequently time poor and looking for a trusted adviser to whom they can delegate. The most enjoyable part of my role is working with our clients. Meeting new people, hearing their story, and understanding where they are in life, how they have got there, and what lies ahead is fascinating, as everyone is unique. I find it incredibly rewarding being able to simplify complex decisions, and helping clients make sensible informed

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