Savings

Generally, most of us think of saving as putting money aside with no risk, possibly using a bank deposit account, whereas investing conjures up the thought of taking some risk with our money for potentially greater returns. Essentially, both are about creating wealth for the future.

The most suitable place for your money will depend on many factors

These can include, why you are saving, when are you likely to need the money, your attitude towards investment risk and your personal tax position.


By taking the time to understand your circumstances in full and how you feel about your plans, Barwells Wealth can provide you with a tailored strategy. This can range from simple solutions with guarantees attached to protect your money to more complex combinations of products, giving access to specific investments or asset classes to maximise growth.

The value of investments and pensions, and the income they produce, can fall as well as rise. You may get back less than you invested.

What We Do

Pensions
Pensions

One of the biggest goals in life is a happy, comfortable retirement. At whatever age you plan to stop working, you will want to ensure you have enough money to go with your new-found freedom. Perhaps your aim is to have paid off your mortgage, go travelling or buy that dream holiday home.

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Investments
Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.

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Equity Release
Equity Release

We all look forward to the day when we can stop or cut down on the amount of time we spend at work and all of the things we’d like to do once we’ve retired. If you're facing a pension shortfall or need to meet an unexpected expense, equity release may be an option to consider.

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Inheritance Tax Planning
Inheritance Tax Planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising. Few taxes are quite as emotive – or as politicised – as Inheritance Tax.

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