Chief Executive and Financial Planner
Louise has more than 30 years’ experience of administrative, secretarial, and receptionist roles.
At Barwells Wealth, Louise’s daily tasks include maintaining client files, uploading information to the computer system, and scanning documents.
Louise interacts with clients by telephone and face to face in the office.
Outside of work, Louise spends time with her family. She also enjoys listening to music, reading, and walking.
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
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
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.