Back in 1998, you might have been tuning in to watch Louis Theroux’s Weird Weekends, singing along to Celine Dion’s chart-topping ballad My Heart Will Go On, or being scared silly by The X Files.
While some of our team members may have been doing some of these things, they were also busy setting up the company you now know as Barwells Wealth. We are delighted to be celebrating our 25-year anniversary this year and, simultaneously, to have launched our brand-new website.
Read on to learn more about our milestone anniversary, our fresh new look, and what it all means for you.
We’re proud to have helped hundreds of families to achieve their financial goals
In 1998, Andy and Roger joined the long-established Barwells Solicitors to add a financial services arm to the business. By 2014, Barwells Wealth had become a standalone business based in Glynde, East Sussex, sharpening our focus on providing the very best financial planning and wealth management support.
Throughout our history, Barwells Wealth has remained a family affair. Roger’s son Lee took over the running of the business in 2014, and this year we welcomed Emah, Lee’s wife, as a member of the support staff. We’re excited to grow our team further, and have also welcomed Lou to the team recently.
If you haven’t yet spoken to Lou or Emah, you’re sure to meet them soon. They are here to ensure that everything runs smoothly and that our clients have everything they need.
Visitors to the office may also get to meet our new four-legged friends too! Olive, Trigger, and Ozzy are always pleased to meet our guests.
Reflecting on the past 25 years, our director Lee said: “It’s been our privilege to help local families to achieve their long-term goals over the past 25 years.
“I’d like to thank each of our clients for trusting us with your family’s wealth and we look forward to continuing to support you, as well as new clients, in the future.”
Our experience enables us to support you through market volatility
In our 25 years supporting families to achieve their goals, we’ve seen many examples of market uncertainty or volatility that’s caused investors to feel nervous. From the dot-com bubble to the 2008 financial crisis, we’ve supported people with their investment portfolios, and helped them to mitigate the impact of these events on their wealth.
It’s natural to feel nervous when uncertainty starts to affect the stock market, as it has done over the past two years. We hope that our experience navigating previous periods of uncertainty means that our advice can help you feel confident in your ability to weather the storm.
Our brand-new website can tell you more about growing your wealth and how we can help
As part of our celebrations, we decided that our online presence could benefit from a fresh new look. We’re excited to now share our new website with you.
We’ve been working on our new website for a while, and we hope you love it as much as we do.
The new look and information on the website capture our values at Barwells Wealth.
You can find information on the types of people we help, learn more about our team, and discover what sets us apart from other financial planning firms.
We are also excited to share a new testimonials section on our website, featuring our clients talking about how financial planning has helped them.
Your feedback is helping to shape the future of our business
We recently consulted our clients to discover their feedback about the service they’ve received and what they’d like more help with. We’re putting the suggestions from the responses, as well as from your VouchedFor reviews, into action and will continue to make changes to ensure we’re offering the best possible service.
One of the changes we’ve made is to include an investment update in our monthly newsletter, as many of you felt that understanding how your investments have performed was a top priority. We hope you have enjoyed receiving our monthly market updates.
If you have worked with us and haven’t yet left us a review on VouchedFor, we’d be so grateful if you could take a few minutes to let us know your feedback. This helps us to make sure we’re doing everything possible to support you in achieving your financial goals.
Get in touch
If you’d like to learn more about how we can help you to achieve your long-term goals, we’d love to speak to you.
Please get in touch by emailing us at financial@barwells-wealth.co.uk or by phone on 01273 086 311.
Please note
The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.
This blog is for general information only and does not constitute advice. The information is aimed at retail clients only.
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