The vision of
“I thought there was a better way. A client-centric way. A way of thinking about people’s money that doesn’t focus on the dollar, but more about their lifestyle.
So, I started Beresfords.”
James Beresford has a firm belief that everyone has a right to be financially secure. He also believes that when people seek advice, they should have a team who thinks long term; Financial Planners who ask about fears and aspirations and take the time to listen to understand.
Every day, we work together as a collaborative team to ensure that every one of our clients has the best life experience – both today, tomorrow and long into the future. We want to make a meaningful difference in people’s lives, and we do this through our Financial Advice, Planning services and wealth creation solutions. At Beresfords, our Financial Advisers are teachers, introducing you to the world of finance and guiding you as you make the best possible decisions for your future.
Your dreams are our priority.
At Beresfords, we focus on getting to know you first — your lifestyle, goals and values. With our expertise in finance, we seek to open your eyes to what your money can do for you and lead you to strategic choices that will help improve your quality of life. It is our mission to lay the groundwork for your dreams, work to build the foundation and celebrate with you as you achieve each milestone.
Most importantly – we value you and your trust in us.