Bespoke Service:

We are a family-run Chartered Financial Planning Practice based in Buckingham. We always start by listening and understanding your needs. We appreciate that every person is different, and so we never take a “one size fits all” approach.

What are our specialisms?

Barnes Wealth Management specialises in your:

- Investment Planning

- Retirement Planning

- Inheritance Tax Planning

Intergenerational Financial Planning is a cornerstone of what we do. Assisting families, and business owners to pass their assets and their wealth on to the next generation as effectively as possible.

What are our values?

-Understanding - we can provide robust and reliable advice to our clients throughout their lives based on the client’s needs.

-Professionalism -From our superb office team, to the Advisers, we see professionalism as paramount to the positive outcomes we provide for our clients.

-Trust - We build professional relationships with our clients, their families, and their businesses, based on firm foundation of trust forming a long-term advisory relationship.

Commitment – We will keep you informed of the latest news and any changes that might affect your personal situation and listen to your feedback.

We offer complementary, no-obligation initial meetings to (for example):

- Discuss retirement strategy

- Evaluate existing plans and provisions

- Advise on estate planning and inheritance tax mitigation

We will also give you opportunities to review your financial affairs regularly.

More Information:

Our website will give you a good introduction to the St. James's Place distinctive approach to Investment Management:

https://barneswealthmanagement.co.uk/about/testimonials

You can contact us for an initial meeting at: [email protected]

Alternatively, we will be happy to discuss your priorities and questions on the phone.