Start by Listening

We pride ourselves on being the financial advisers who actually listen to you. We are committed to understanding you, your goals and ambitions, and then partnering with you to create a plan to aim to achieve your financial goals.

Our mantra for a client’s journey has always been “Listen, Plan, Deliver, Review”. This is a cycle which allows clients to re-evaluate their planning regularly with an adviser who really knows them, to help achieve their goals.

Make Financial Planning Feel Simple

We all know there is too much jargon in financial services.

We are on a mission to change this.

So, no matter how complex your financial situation, we promise to avoid jargon and explain your planning in plain English. This way, we can all clearly understand the plan, and look forward to a positive financial future with confidence.

Exceptional Advice, Everyday

As Chartered Financial Planners, every team member in Barnes Wealth Management strives to continually improve our knowledge, keeping on top of new developments and opportunities in our industry, so as to provide you with the highest possible quality of service.

Whether we are discussing something “everyday” like managing your cashflow, or planning something “once in a lifetime” like a business sale or inheritance, our team are here for you, providing exceptional advice, everyday.