Barwells Wealth

Our Story

At Barwells Wealth, we pride ourselves on being a caring, dependable, and experienced financial planning firm with a strong presence in East Sussex. Our team has been dedicated to providing reassurance and stability to our clients for over 25 years. We take great pride in our long-established position in our community and our commitment to our clients old and new. Whether you're approaching retirement, already retired, later in life, or a business owner, we're here to support you every step of the way.

Services

We understand that everyone's financial journey is unique, which is why we offer tailored solutions to meet your specific needs and goals. Our team of expert financial planners will guide you through a straightforward five-step process, from exploration to ongoing support. We'll help you explore your financial future, discover your financial circumstances, create a customized plan, implement our recommendations, and offer ongoing support to ensure your financial prosperity.

What We Offer

We offer a range of services designed to help you achieve your financial goals. Our services include:

• Retirement planning: We'll help you create a safe and sustainable plan for your golden years, ensuring you can enjoy your retirement with confidence.
• Business planning: As a business owner, we'll help you navigate the unique financial challenges you face, providing expert guidance to make the most of your success.
• Later life planning: Growing older doesn't have to be a cause for concern. We'll help you create a plan that allows you to live in comfort and leave a lasting legacy.
• Ongoing support: Our team is committed to providing ongoing support and guidance to ensure your financial plan remains on track, adapting to any changes in your life or market conditions.

Testimonials

We're proud to have a strong reputation in our community, with many satisfied clients who have benefited from our expertise. Here's what some of our valued clients have to say about us:

• "Don't just take our word for it. We have every confidence in Barwells and rely on them very much."
• "Barwells makes me feel like I'm part of their family."
• "Barwells makes me feel safe, secure, and reassured."
• "I trust the advice I receive from Barwells, and I don't have to worry about what's going on."

Our Team

Our team comprises experienced financial specialists and support staff who are dedicated to providing a friendly, efficient, and personalized service. We're proud to have two generations at the helm, with our Chief Executive and Financial Planner, Lee Waters, leading our team.

Our Fees

We believe in transparency, which is why we offer a structured approach to pricing. We'll take you through what's included in our fees and why proper financial planning can be so beneficial.

Blog

Our blog is designed to keep you informed about the latest financial news and insights, as well as sharing our expert knowledge and expertise. Stay up-to-date with our latest blog posts and stay informed about the world of finance.