Benefit from what you’ve built
Overseeing your own company can be a joy, but it does make your financial position more complex, which is why third-party advice can be so beneficial. Choose us, and we’ll take the time to get to know you, your circumstances, and your aspirations and create a plan that takes all of this into account. Our aim is to make your life as a business owner simpler, so we won’t take up more of your time than necessary but instead, add true value every time we interact.
Your questions, answered
Learn more about our services
How can I reduce my tax bill?
There are many different tax reliefs and allowances that can be of real advantage, but too few people make the most of them. With our support, you won’t be one of them. We’ll review your situation and ensure you keep more of your hard-earned wealth.
What’s the best way to protect my wealth?
Many entrepreneurs have safeguards in place for their business but neglect their personal finances, which can be a costly mistake. Our team are experts in finding insurance and protection products that meet the varied needs of the modern business owner
Am I making the right choices with my earnings?
You may already have a portfolio of assets or investments, but you feel uncertain about whether they’re achieving the growth you seek. As our client, you’ll receive a full financial plan detailing your current circumstances and any areas for improvement.
How much should I sell my business for?
With a financial plan in place, you’ll have a written record of what you hope to achieve with your wealth and how much it will cost. Armed with this information, you can seek the right buyer for your business or possibly even sell it for less than you thought.
Are my succession plans correct?
Your business is probably your largest asset, but whether or not you’ve considered how you’ll pass it on, it’s worth taking expert advice. Over the years, we’ve helped countless entrepreneurs with Inheritance Tax and other issues relating to exiting a business.
What makes Barwells Wealth different?
When you work with our experienced team, you’ll deal with people who really take the time to understand you, not just your wealth. The financial plan we’ll put in place for you together will be explained in clear terms and designed with your happiness in mind.
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 stories
Don’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
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
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.Take me there