Jeremy Davies Wealth Management

Bertram Todd is a reputable firm of chartered accountants based in Wokingham, established in 1993, boasting over 40 years of experience in the industry. They provide bespoke accounting and taxation services to both commercial and private clients, specialising in tax efficiency and offering expert advice on business startups. The firm is well-known for its quality fully managed accounts and personalised service, ensuring that clients understand the tax implications of their actions to effectively plan their financial affairs. With a strong presence in Wokingham and the surrounding areas, including Reading and London, Bertram Todd is committed to helping clients pay the minimum tax required by law. Generated from the website

K C Wealth Management, a Managing Partner Practice of St James's Place, focuses on achieving and maintaining financial security for its clients by providing a comprehensive range of wealth management services. The firm prides itself on building long-term relationships and delivering high-quality advice tailored to individual financial goals. With a team dedicated to creating investment strategies, retirement planning, and wealth preservation, K C Wealth Management aims to empower clients through informed decision-making. Testimonials highlight the firm's commitment to client care, demonstrating a proactive approach and a desire to simplify complex financial matters. Generated from the website