Already retired
Now that your time is your own, it’s important to spend it well. Our specialists will help you do just that with a plan that’s tailored to your needs.
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Making the most of life
In retirement, you’ll already be taking advantage of the funds you’ve built up throughout your working life, but you may not be maximising them. With our support, you’ll get a financial plan that reveals how to align your wealth with your priorities and goals, so you can live even more comfortably. Retirees just like you have been taking advantage of the straightforward, compassionate advice we provide for more than 25 years, so you can trust us to deliver the right results.
Your questions, answered
Learn more about our services
What should I do with the inheritance I’ve received?
Being left a lump sum by a family member or loved one is a thoughtful gesture at a sad time, but it can often be more of a burden than a benefit. Our experts will show you how to use your inheritance to live well in retirement with savvy tax savings.
Am I likely to run out of money?
Financial planning gives you complete clarity about your wealth and what you’re able to do with it. By using sophisticated cashflow modelling software, we can reveal what you can afford and help you create a plan to make up for any shortfall.
Is my pension fund right for me?
There are all sorts of complex rules surrounding pensions, so it’s wise to seek professional help in understanding and navigating them. We can show you whether your current arrangements offer the right performance and flexibility to support your goals.
Could tax be eroding my funds?
Tax issues become especially important in retirement when you want to keep hold of what you’ve worked so hard to build. With the help of our financial planners, you can gain a clearer understanding of your tax position and take steps to improve it.
What plans should I make to pass on my wealth?
It’s never too early to start thinking about your legacy, and our specialist team can help you with this. Whether you’d like to learn how to reduce your Inheritance Tax bill or put the right documentation in place, we’ve got the expertise you need.
What makes Barwells Wealth different?
With a long-established brand behind us, we’ve been helping retirees across East Sussex find financial stability for 25+ years. As our client, you’ll be looked after by experienced professionals who really care about helping you achieve your goals.
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.
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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...
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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