Barrett Wealth

We provide first class goals based financial planning to people from all walks of life, from business owners to retiring professionals, we endeavour to give the best advice in a clear and considerate manner. We have built an excellent reputation by dealing with everyone we meet with integrity and consideration. Through our consultative and caring approach we listen and understand clients' needs and help them to identify their goals. Goals based planning to produce a pathway to financial freedom, covering: - Investment Planning- Pension and Retirement Planning - Insurance and Protection Planning- Advice for business owners- Financial wellbeing workshops- Tax, Trust and Estate PlanningTrusts are not regulated by the Financial Conduct authority Barrett Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Barrett Wealth is a trading name of Martin Barrett.
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Keywords: financial planning