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Planning on a comfortable
financial future takes time.

Setting your goals is the first step to success. Having goals gives focus and direction. That's where Barwells Wealth can help.


We are independent financial advisers, which means our duty is solely to you – our client.

Barwells Wealth are based in Glynde, East Sussex and grew out of Barwells Solicitors, who were established in 1896. The advice we provide is completely impartial, and we are renowned for offering excellent independent financial advice in a professional, friendly manner.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.

Treating Customers Fairly


Barwells Wealth is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.

Barwells Wealth have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can, therefore, be confident that you are dealing with one of the UK's leading firms that are wholly committed to providing you with the best possible advice, service and support.

Private Clients


At Barwells Wealth, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds.

Based in Glynde, East Sussex, we are not tied to any provider of financial products – we have access to the whole market and deliver a truly independent, unbiased and ethical advice service.

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Retirement Planning

The individual and group pensions market is an ever-changing world, especially with the introduction of the pension freedoms legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.

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Divorce & Bereavement

The pain and stress of divorce or bereavement is one of the hardest challenges you’re likely to face. We can’t make that easier, but we can make sure you understand your finances and that you have the assets you need to live the next phase of your life with confidence.

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Business Owners

If you are a business owner who is accumulating wealth, or if you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.

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What We Do

Pensions

Pensions


One of the biggest goals in life is a happy, comfortable retirement. At whatever age you plan to stop working, you will want to ensure you have enough money to go with your new-found freedom. Perhaps your aim is to have paid off your mortgage, go travelling or buy that dream holiday home, but it's worth knowing that even the small financial decisions you make between now and then could affect your ability to retire when and how you want.

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Investments

Investments


Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.

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Equity Release

Equity Release


We all look forward to the day when we can stop or cut down on the amount of time we spend at work and all of the things we’d like to do once we’ve retired. If you're facing a pension shortfall or need to meet an unexpected expense, equity release may be an option to consider.

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Savings

Savings


Generally, most of us think of saving as putting money aside with no risk, possibly using a bank deposit account, whereas investing conjures up the thought of taking some risk with our money for potentially greater returns. Essentially, both are about creating wealth for the future.

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Inheritance Tax Planning

Inheritance Tax Planning


Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising. Few taxes are quite as emotive – or as politicised – as Inheritance Tax.

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