Barwells are able to refer our clients to an associated company, Barwells Wealth.
We believe that great financial advice is at the core of building a more certain financial future for our clients. We have a team of highly qualified financial advisers whose sole aim is to provide you with the comfort of knowing that your financial future is secure as a result of working with us. Our Advisers are members of the Personal Finance Society and as such have to comply with a strict code of ethics and professional conduct.
We are fully independent and are not restricted to providing advice on a limited number of products or services.
Fee Based Advice
Like all Advisers our advice is fee based, but at Barwells Wealth we provide a choice of fee arrangements, which can be tailored to your particular requirements and circumstances. We offer an initial consultation for which we will bear the cost, to give you the opportunity of deciding if the service is right for you and for us to discuss with you the cost of our advice, once we have established your needs.
We can provide advice in the following areas:
- Wealth management
- Investment and savings
- Retirement planning
- Life assurance
- Inheritance tax mitigation
- Providing for the cost of long term care
- Business services
- Personal taxation
- Re-arrangement of finances on divorce
- Equity release
If you would like to talk with one of our advisers then please call us on 01273 086311 and we would be pleased to assist.
For further information please visit www.barwells-wealth.co.uk.
Authorised and regulated by the Financial Conduct Authority. Registered in England and Wales.
Registration Number: 07915410. Registered address: 1 Station Farm Barns, Station Road, Glynde, Lewes, BN9 6EU.