Caring, dependable financial planning in Peacehaven
Build your future with our experienced team in Glynde, trusted for over 25 years to support your financial ambitions.
About you
Get the answers to any burning questions about your financial future in Peacehaven 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.
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 still Lewes' only Top Rated Firm
We have been included in the VouchedFor Top Rated 2026 Guide, distributed by the Times and the Telegraph. This makes it the third year in a row that we have been included in the guide.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we’re still Lewes’ only Top Rated Firm.
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…
of clients would recommend us to their friends, family, or colleagues, up from 92.31% in our 2023 survey
of clients believe that working with us has helped or will help them achieve their financial goals, an increase from 96.43% in 2023
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, an increase from 98.21% in 2023
Your journey
Financial planning can transform your life, but it does not need to feel complicated. As our client in Peacehaven, you will 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 will find it among our experienced team. From financial specialists to support staff, clients in Peacehaven can expect a friendly, efficient service at every stage of their journey with us.
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How we charge
It is natural to feel uncertain about some aspects of taking financial advice, but with our transparent approach, fees do not need to be one of them. If you are based in Peacehaven, learn about our structured approach to pricing, what is 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 are proud to support clients in Peacehaven with the same care, commitment, and community focus that define our long-established approach.
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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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