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.
NMA Top 100 Firm
We are delighted to be named among the Citywire New Model Adviser Top 100 firms in 2024.
The NMA Top 100 celebrates the best firms in the UK’s financial planning community, considering only those firms which demonstrate outstanding service, client care, and forward-thinking advice. Our inclusion in this list reflects our commitment to maintaining the highest standards and reinforces our promise to deliver tailored, high-quality financial advice to our clients.
We’re a VouchedFor Top Rated Firm
We have been included in the VouchedFor Top Rated 2024 Guide, distributed by the Times, the Telegraph and the Mail on Sunday.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we are Lewes’ only Top Rated Firm in 2024.
What our clients say
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 storiesDon’t just take our word for it…
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
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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Barwells Independent Financial Management Ltd. Registration No. 07915410.
Registered office: 1 Station Farm Barns, Station Road, Glynde, Lewes, East Sussex, BN8 6EU.
Authorised and regulated by the Financial Conduct Authority, FRN 588626
Barwells Wealth is a trading name of Barwells Independent Financial Management Limited.
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