Wise planning, with integrity

Your personal Associate is there whenever you need them. Track online 24/7 for peace of mind.
  • Louis-Rhys Harvey Statement of Professional Standing Louis-Rhys Harvey Statement of Professional Standing
  • Vishnu Bhagat Statement of Professional Standing Vishnu Bhagat Statement of Professional Standing
  • Dev Makrani Statement of Professional Standing Dev Makrani Statement of Professional Standing
  • Our customer rating is 5 out of 5 on Vouchedfor Our customer rating is 5 out of 5 on Vouchedfor
  • Certificate of Excellence Certificate of Excellence

What you benefit from as a client of BSqA

Financial Planning

Online account and valuations. Track progress towards your goals & download tax reports by logging in 24/7.

Investment Management

Let us take away the hassle of managing your portfolios. We take care of that too.

Risk Management

A financial plan isn’t just investments. Life, health, income and critical illness insurance can help make you financially bullet proof.

Book an appointment with Louis-Rhys Harvey

https://calendly.com/bsqa-lrh

Book an appointment with Dev Makrani

https://calendly.com/bsqa-dm

Book an appointment with Vish Bhagat

https://calendly.com/bsqa-vb

The Berkeley Square Associates Team

Support Team

  • Nichola Mason

    Chief Operations Officer

  • Alex Kirby

    Paraplanner to the Associates

  • Louis-Rhys Harvey Statement of Professional Standing Louis-Rhys Harvey Statement of Professional Standing
  • Vishnu Bhagat Statement of Professional Standing Vishnu Bhagat Statement of Professional Standing
  • Dev Makrani Statement of Professional Standing Dev Makrani Statement of Professional Standing
  • Our customer rating is 5 out of 5 on Vouchedfor Our customer rating is 5 out of 5 on Vouchedfor
  • Certificate of Excellence Certificate of Excellence

What can your Associate help you with?

Pensions, ISAs and Investments

Discretionary Fund and Tax Management

Foreign Exchange Services

Residential and Commercial Mortgages and Insurance

Auto-Enrolment (Company Pensions)

Personal and Company Legacy Planning

Funeral Cost Planning

Free review with an Accountant or Solicitor

Free review with a Data Protection Specialist