Barbican Independent Financial Advisors

Barbican Independent Financial Advisors Ltd is a distinguished firm of Independent Financial Advisers located in the heart of Hertfordshire. With an impressive collective experience of over 100 years, our team of seasoned advisers is backed by a dedicated in-house administration team. Our advisers and support staff are renowned for their wealth of experience, extensive knowledge, and impressive qualifications. This ensures we deliver expert, impartial advice to all our clients, tailored to their individual needs and circumstances.

Our bespoke, personalised approach

At Barbican Independent Financial Advisors Ltd, we firmly believe every client is unique. Consequently, our advice is bespoke and independent, carefully crafted to suit each individual's financial situation and objectives. We take the time to fully understand your financial position and aspirations, striving to provide practical and understandable advice. We only recommend solutions with which we are comfortable and that align with your values and comfort levels.

Our six-stage advice process

To achieve the aforementioned, we employ a six-stage advice process, enabling us to thoroughly understand your financial standing and goals. From this foundation, we collaborate with you to establish a clear financial plan. Our business is predominantly built on personal recommendations from satisfied clients and professional connections, which we view as a powerful testament to our philosophy of fostering close relationships with clients and consistently delivering value and surpassing expectations.

Professional advice for diverse needs

We offer professional advice for a variety of individual, corporate, and organisational needs, including:

• Investment Planning and Financial Management
• Trusts and Estate Planning
• Pension Planning (including Workplace pension)
• Corporate Financial Planning
• Employee Benefits

It is important to note that the value of investments can fall as well as rise. You may not get back what you invest. Additionally, the Financial Conduct Authority does not regulate Tax advice, Trusts or Estate Planning.

Our dedicated team

Our team comprises experienced professionals, each specialising in specific areas:

• Paul Scott, Director: Paul co-owns the business and specialises in Pension and Investment planning, as well as advising charities and private sector companies on their Employee Benefits Schemes.
• Frank Levins, Director: Frank boasts nearly 50 years of experience in the Financial Services sector and specialises in bespoke investment solutions for individual and corporate clients.
• Robert Levins, Associate Director: Robert joined the family business in 2008 and became the first team member to achieve Chartered Financial Planner status. He primarily deals with private clients, providing advice on a wide range of subjects.
• Chris Allan, Associate Director: Chris joined us in 2012 and specialises in providing holistic financial planning advice, including retirement planning, investment management, and inheritance tax planning.

Our recommendations are subject to the UK regulatory regime, and we are authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is therefore restricted to consumers based in the UK.