With over 30 years in the industry, Nick Barnes, our Managing Partner, built Barnes Wealth Management from scratch and the Practice was up and running in 2011.
In 2015 Nick’s son Daniel changed career from a senior leadership position in teaching to join the family business and support individuals, families, and business owners with their financial planning.
Daniel was accepted into the SJP Financial Adviser Academy, and after 18 months of hard work, many exams and peer-learning, mentored by Nick and many other experienced Wealth Managers, Daniel qualified as a Financial Adviser in 2017. Since then, Daniel and Nick have worked together to build the Practice, aiming to be the most trusted source of financial advice in the area.
In 2019 we were joined by Alex Cox who completed the SJP Financial Adviser Academy from a background in investments and international business. In 2020 Nick’s eldest son, Tom Barnes, joined to become a Financial Adviser after a successful career in the NHS as a Physiotherapist. Finally, in 2022, we welcomed Adam Higgins into the Practice and Adam became a qualified financial planner, completing the team of five advisers.
Since then, both Daniel and Alex have worked on further study, and joined Nick as Chartered Financial Planners.
Over the years, Barnes Wealth Management has grown through the hard work, professionalism, warmth, and care of our wonderful team. The advisers have been supported expertly from day one by Kate Van Kampen, our Client Services Manager.
We were joined later by Lorraine Biggs, our fantastic Paraplanning Manager who has now built a superb team including Holly Burnham, our Paraplanner who has continued the growth in quality and efficiency in our business to provide exceptional outcomes for our clients.
Kate’s team now includes Nicole Thomas who has quickly become someone on whom our clients rely for clear communication, efficient organisation, and a warm welcome to our office.
In 2025, we welcomed Claire Johnson to our team as an Operations Manager to further support our Directors & team in delivering a first class client experience.
Since 2011, Barnes Wealth Management has grown to a team of ten.
Five Advisers, supported by five exceptional office support-staff, have worked together to help Barnes Wealth Management win multiple awards, and more importantly, provide excellent client outcomes and service.
At Barnes Wealth Management, our team are committed to your goals, your plans, and your future.
Providing exceptional advice, everyday.