Caring, dependable financial planning in East Sussex
You’re in safe hands with our experienced team. From our base in Glynde, we’ve been providing reassurance and stability to clients across the region for more than 25 years.
About you
Get the answers to any burning questions about your financial future with the help of our experts. Whatever stage of life you’re at, you’ll get support from qualified advisers who are truly invested in your happiness and success.
Learn how we can help
NMA Top 100 Firm
We are delighted to be named among the Citywire New Model Adviser Top 100 firms in 2024.
The NMA Top 100 celebrates the best firms in the UK’s financial planning community, considering only those firms which demonstrate outstanding service, client care, and forward-thinking advice. Our inclusion in this list reflects our commitment to maintaining the highest standards and reinforces our promise to deliver tailored, high-quality financial advice to our clients.
We’re a VouchedFor Top Rated Firm
We have been included in the VouchedFor Top Rated 2024 Guide, distributed by the Times, the Telegraph and the Mail on Sunday.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we are Lewes’ only Top Rated Firm in 2024.
What our clients say
Your financial issues will always be handled sensitively and efficiently by our expert team, and we’re proud to have the recommendations to prove it. Here’s what some of our valued clients had to say about us.
See all client storiesDon’t just take our word for it…
Our latest survey results…
would recommend us to their friends, family or colleagues
of clients believe that working with us has helped or will help them achieve their financial goals
of clients were satisfied that we understood their needs, goals, aspirations and objectives
of clients were satisfied with the speed of response from their planner
Your journey
Financial planning can transform your life, but that doesn’t mean it needs to be complicated. As our client, you’ll follow a straightforward five-step process designed to deliver the results that are right for you.
Start here
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Exploration
In your first meeting with your adviser, you’ll explore the issues you face and your goals for the future, both financial and personal.
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Discovery
Once you’ve told us about your circumstances, we’ll use our expertise to discover more about your finances and existing arrangements.
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Planning
In stage three of the process, you’ll get a full financial plan that’s tailored to your requirements with our expert recommendations.
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Implementation
If you’re happy with some or all of the recommendations made in your financial plan, we can implement them on your behalf.
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Ongoing support
Your plan is designed for long-term prosperity, not quick wins, and we’ll be by your side throughout to offer our continuing support.
Our team
Whatever expertise you require, you’ll find it among our experienced team. From financial specialists to support staff, you’re assured of a friendly, efficient service at every stage of your journey with us.
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How we charge
It’s natural to feel uncertain about some aspects of taking financial advice, but with our transparent approach, fees won’t be one of them. Learn about our structured approach to pricing, what’s included in the fees you pay, and why proper financial planning can be so beneficial.
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See our fees in full...
About us
Becoming a Barwells Wealth client feels like joining a family, and in many ways, it is. With two generations at the helm, we’re proud of our long-established position in our community, which is reflected in the commitment we show to clients old and new.
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Get to know us
Blog
It’s our mission to always leave you in a better-informed position than you were when you came to us. That’s why you’ll find lots of useful information and helpful tips in our regularly updated blog posts.
Get the latest updates
Barwells Independent Financial Management Ltd. Registration No. 07915410.
Registered office: 1 Station Farm Barns, Station Road, Glynde, Lewes, East Sussex, BN8 6EU.
Authorised and regulated by the Financial Conduct Authority, FRN 588626
Barwells Wealth is a trading name of Barwells Independent Financial Management Limited.
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