What are your financial goals?
The team at Barretts Financial Solutions are proud to provide professional financial advice and planning services that are impartial, well-informed, and highly effective at achieving your financial goals.
Whether it is personal or corporate financial advice you require, we combine our considerable know-how and experience with cutting-edge technology and data, to ensure that any investment, pension, mortgage, healthcare, or insurance recommendations we present to you, are tailored to your specific needs and work solely in your financial interest.
You can enjoy the peace of mind that our team of advisors are fully qualified chartered financial advisors. You can be certain that our financial services come with the highest professional and ethical standards, a raft of industry qualifications, an understanding of the latest changes in tax/monetary policy.
Financial planning services
Our considerable experience and expertise in the financial planning and wealth management sector, allows us to offer you a wide range of personal financial planning services:
- Retirement and Pension planning. Effective planning and management of your pension assets to enable you the financial independence and security to enjoy your retirement. We also have particular expertise in Pension Drawdown plans should you wish to withdraw a tax-free lump sum. See our pensions page for further details.
- Investment strategies. Growing your wealth and income with a completely bespoke investment solution. See our investments page for further details.
- Tax planning strategies and mitigation.* The honest, legal, and morally acceptable management of your income and assets to ensure you are minimising your tax liabilities and getting the best possible deal.
- Life and health insurance. Financial security for you and your family should the worst happen. Including family protection, life assurance and private medical insurance*
- School and university fees planning. The most financially efficient ways to fund your children’s precious education.
- Estate and inheritance planning. Establishing the most tax-efficient and effective strategies to manage your estate and protecting your wealth from inheritance tax.
- Financial security. Planning to guard against the financial effects of critical illness, loss of income, or to fund long-term healthcare.
- Mortgage and property portfolio services.
*The Financial Conduct Authority (FCA) does not regulate all of these products and services.
Are you ready to plan ahead?
We are here to provide bespoke solutions and help you secure a prosperous future.