With us, you’ll never feel left in the dark. Get answers to all the most common queries we receive here, from our approach to financial advice to how to arrange a meeting with us and much more besides.

Where are meetings held?

Meetings can be held in our award-winning barn conversion in Glynde, which you can find full details for on our “Contact us” page. We provide tea or coffee and a good selection of biscuits. If you prefer, we can also visit you at home or remotely via Zoom or Microsoft Teams.

Do you have parking?

We have a secure, gated car park with step-free access and allocated disabled parking.

Do I have to pay for an initial meeting?

No, the initial meeting is at our expense. We won’t charge you to simply find out if we can help. The initial meeting is a chance for us to get to know each other and see whether we can support you.

What do I need to bring to an initial meeting?

The first meeting is informal and about getting to know each other. We want to find out what you want the future to look like. Having details of existing pensions, investments, and protection plans can be helpful, but it’s not essential.

How long should I allow for an initial meeting?

Generally, the first meeting will last between 45 minutes and an hour.

Do I have to sign up to your services at an initial meeting?

No, there’s no obligation to proceed at your first meeting.

How can I book an initial meeting?

You can either phone us on 01273 086 311, email financial@barwells-wealth.co.uk, or fill out our contact form at the bottom of the page.

Are you independent?

Yes. We believe this is the best option for our clients because it means we don’t have any restrictions on the solutions or products we recommend. As a result, you’ll always get the advice that suits your needs, based on the widest possible variety of options.

Are you regulated?

We’re directly authorised by the Financial Conduct Authority (FCA). Our FCA number is 588626.

Can you advise on final salary / defined benefit transfers?

No, we don’t offer this service.

What happens if my financial planner is away on holiday?

You’ll be able to speak to one of our other financial planners or a member of the support team.

What do you charge for a financial plan?

£2,500 (VAT exempt).

Do you take a percentage, or are your fees fixed?

This depends on your individual circumstances and requirements, or the stage you’re at in the process. View “How we charge” for full details.

Do you get commission?

We only receive commission on arranging protection policies and equity release mortgages.

Do you charge VAT?

No. We are not registered for VAT.

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