About You

We will work closely and empathetically on your terms and at your pace, not ours. After all, it takes time to develop a trust-based relationship.

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.

We will work closely and empathetically on your terms and at your pace, not ours. After all, it takes time to develop a trust-based relationship. However, once that bond develops, we find that our clients stay working with us for many years.

What we offer

Barwells Wealth offers advice to private clients on a whole range of financial services including the following:

  • Investments
  • Pensions
  • Equity Release
  • Savings
  • IHT
  • Long-Term Care
  • Trusts
  • Protection

About You

Retirement
Retirement Planning

Barwells Wealth work with you to consider all the options based on your needs and risk appetite. As part of the financial planning process, it is our job to blend the savings vehicles that will yield the most efficient income in retirement.

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Divorce
Divorce & Bereavement

If you’ve never had to manage the family finances, suddenly finding yourself in control can be frightening and confusing. You want someone you can trust, someone who won’t patronise you, someone who will take the time to explain how your money and investments work in plain and simple language.

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Business Owners
Business Owners

At Barwells Wealth, our work with business owners brings us into contact with companies of all sizes across the UK. Our experienced team are able to offer truly holistic advice to employers and their staff across the whole financial services market.

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