INVESTMENT ADVISORY SERVICES

Risk Warning: Financial trading in a leveraged product may result in losses that exceed your initial deposit. Leveraged trading is not suitable for everyone, so please ensure that you fully understand the risks involved prior to trading.

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Berkeley Futures

Investment Advisory Services

At Berkeley, we understand that markets can sometimes be a challenging place. This is why we offer a tailored advisory service to help you achieve your investment goals.

With our advisory service you can make your own investment decisions and retain control of the overall asset allocation of your portfolio, while receiving pre-trade advice on a transaction-by-transaction basis. Alternatively we can simply recommend investments based on your profile or existing portfolio in order to maximise growth potential.

Your advisor will work with you to understand your aims and requirements and can guide you on all of your decisions while also offering expertly researched investment ideas.

  • Focusing on FTSE 100 equities and options to maximise your portfolio. Our aims is to simply enhance equity income and growth, irrespective of the market conditions
  • Dealing in global markets
  • Each qualified broker has a minimum of 12 years experience on the Advisory Desk
  • Available accounts - individual, joint, corporate & SIPPs
  • We carry out a full risk client profile in order to identify your goals, attitude to risk, time horizons & suitability
  • Direct access to our London based advisory brokers who will work with you to construct a portfolio

Please email us at OnExchange@bfl.co.uk or call us on +44 (0) 207 758 4755 for more information.