Why us?

You’re in safe hands with our experienced team. From our base in Glynde, we’ve been providing reassurance and stability to clients across the region for more than 25 years.

Support you can count on

At Barwells Wealth, it’s all about relationships. You won’t get quick-fix solutions from us, but carefully considered advice that’s designed to set you up for long-term success. In your first meeting with your financial planner, the focus is on making sure we’re the right fit for you. If you feel we are, you’ll get lasting support from a well-established team. That kind of stability is rare in the financial services world, but with us, it’s par for the course.

Our latest survey results…

96.43%

would recommend us to their friends, family or colleagues

92.31%

of clients believe that working with us has helped or will help them achieve their financial goals

100%

of clients were satisfied that we understood their needs, goals, aspirations and objectives

98.21%

of clients were satisfied with the speed of response from their planner

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.

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The value of financial planning

As a minimum, financial planning should leave you in a more comfortable monetary position, but when done right, it’s about so much more than that. Find out about the unique advantages of working with experienced, qualified specialists like ours, and the lasting difference this can make.

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Learn about the benefits

Our team

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.

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