Working with individuals, families, and businesses requiring a trusted source of guaranteed financial advice.
Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long-term relationship with you.
Financial Advice Areas:
At Barnes Wealth Management, we specialise in helping clients in the areas of Investment, Retirement and Inheritance Tax Planning.
We are happy to offer complementary, no-obligation meetings with clients to review their Retirement Strategy including evaluating their existing plans and provisions. We also specialise in advising on Estate Planning and Inheritance Tax mitigation.
We aim to deliver our commitment by: - Providing personal face-to-face financial advice - Giving you the opportunity to review your financial affairs regularly - Keeping you informed of the latest news and any changes that might affect your personal situation - Listening to your feedback - Ensuring that our dealings with you are sensitive to your needs
Our website will give you a good introduction to the St. James's Place distinctive approach to Investment Management.
Alternatively we will be happy to discuss your priorities and questions on the phone.