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.Why us
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.
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 stories
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
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.
In your first meeting with your adviser, you’ll explore the issues you face and your goals for the future, both financial and personal.
Once you’ve told us about your circumstances, we’ll use our expertise to discover more about your finances and existing arrangements.
In stage three of the process, you’ll get a full financial plan that’s tailored to your requirements with our expert recommendations.
If you’re happy with some or all of the recommendations made in your financial plan, we can implement them on your behalf.
Your plan is designed for long-term prosperity, not quick wins, and we’ll be by your side throughout to offer our continuing support.
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.View all
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.Take me there
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.Read further
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.