Hear from our Directors
Watch some short clips from conversations with Directors Nick Barnes and Daniel Barnes.
Nick, a Chartered Financial Planner, explains how Barnes Wealth Management aims to help client of all ages throughout their lives, and even beyond.
We know that families are becoming increasingly motivated to ensure that their wealth continues to benefit their family, children and grandchildren in the future.
Intergenerational Financial Planning is a cornerstone of what we do at Barnes Wealth Management; assisting families, and business owners to pass their assets and their wealth on to the next generation as effectively as possible. This may include Inheritance Tax Planning, Investment Planning, Financial Protection, and Trust Planning.
It is important that your financial adviser is experienced in Intergenerational Financial Planning in order to provide the best advice to you.
Trusts are not regulated by the Financial Conduct Authority.
Have you ever been frustrated by someone telling you what you need, before you feel they have listened to and understood you?
At Barnes Wealth Management, we make it our mission to listen first.
Adviser, Daniel explains how we can guide and help you to achieve your financial goals and aspirations by understanding your needs and getting a clear view of what motivates you.
What our clients care about is outcomes. The way we provide improved outcomes for our clients is by listening and understanding their needs. We appreciate that every person is different, and so we never take a “one size fits all” approach.
All of our financial planning solutions are bespoke to you, and are based on your specific goals.
Accreditation
