About Barretts Financial Solutions
Independent financial advice built on trust, expertise, and a genuine commitment to your long-term financial wellbeing.
Independent Financial Advice
Who We Are
Barretts Financial Solutions is a family-run independent financial advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. With decades of combined experience, our team provides clear, unbiased advice tailored to your unique circumstances.
As a truly independent firm, we are not tied to any single provider or product range. This means our recommendations are always made in your best interest — giving you access to the whole of the market and the confidence that comes with genuinely impartial guidance.
Get in TouchBarretts Financial Solutions is built on decades of expertise and a genuine commitment to putting clients first — every recommendation we make is independent, informed, and tailored to you.
20+
Years of experience
100%
Independent advice
FCA
Regulated & authorised
Whole
Of market access
How We Work
Our Approach
We believe great financial advice starts with listening.
Understand
We take time to understand your financial situation, goals, and concerns before making any recommendations.
Analyse
We conduct a thorough review of your current position and research the full market to identify the best solutions.
Recommend
We present clear, jargon-free recommendations with full explanations of costs, risks, and expected outcomes.
Review
We maintain an ongoing relationship, reviewing your plan regularly to ensure it continues to meet your evolving needs.
What We Stand For
Our Values
Independence
We are not tied to any provider. Our advice is always in your best interest, drawn from the whole of the market.
Integrity
We operate with complete transparency — no hidden agendas, no pressure, just honest advice you can rely on.
Expertise
Our advisers hold the highest professional qualifications and commit to continuous development to stay at the forefront of the industry.
Long-Term Partnership
We build lasting relationships with our clients, supporting them through every stage of their financial journey.
The People Behind the Advice
Meet the Team
Our experienced advisers are here to guide you every step of the way.
Kim Barrett
Principal Financial Adviser
Chartered FPFS, MCSI
Kim is the principal financial adviser at Barretts Financial Solutions and holds the prestigious Chartered Fellow of the Personal Finance Society (FPFS) designation — the gold standard in financial planning — as well as membership of the Chartered Securities Institute (MCSI). With extensive experience across financial planning, investments, pensions, and wealth management, Kim is committed to providing truly independent, client-first advice that makes a lasting difference.
Joel Barrett
Financial Adviser
Chartered MCSI, Dip PFS
Joel is a qualified financial adviser holding Chartered Member of the Securities Institute (MCSI) status and the Diploma in Financial Planning (Dip PFS). He brings specialist knowledge across investments, pensions, and financial planning, working closely with clients to build strategies that are clear, considered, and tailored to their individual goals.
Chartered FPFS
Chartered Fellow of the Personal Finance Society — the gold standard in financial planning.
Chartered MCSI
Chartered Member of the Securities Institute, demonstrating expertise in investments and securities.
Ready to Start Your Financial Journey?
Whether you're planning for retirement, buying a home, or protecting your family's future — we're here to help.