Business Details
28 Years
experience
Expert Financial Planning Services in Glynde
Barwells Wealth has been delivering dependable financial planning services in East Sussex for over 25 years. Our approach prioritises client relationships, combining two generations of expertise to create tailored solutions for retirement, investment, and long-term financial security. We operate with transparency in fees and processes, maintaining a client-centric philosophy that has earned us recognition as a VouchedFor Top Rated Firm and inclusion in the Citywire New Model Adviser Top 100.Our team of qualified professionals works collaboratively with clients, ensuring their financial plans align with personal goals while maintaining rigorous compliance with FCA regulations. The firm's community-focused values are reflected in both our local engagement and commitment to professional standards through membership in the Personal Finance Society.
Services
Financial Planning
Retirement Advice
Investment Management
Estate Planning
Tax Efficiency
Wealth Management
Pension Planning
Risk Assessment
Legacy Planning
Cashflow Modelling
Details
- Year established: 1998
Highlights and features
- 25+ years of local financial planning expertise
- Tailored financial solutions with transparent fee structures
- FCA-authorised and regulated for professional compliance
- Client-centric approach with 100% recommendation rate
- Award-winning status with industry-recognised accreditations
Associations and certifications
- Financial Conduct Authority
- Personal Finance Society
- VouchedFor Top Rated Firm
- Citywire New Model Adviser Top 100
What people say
Part of their family
Safe secure
Trust the advice
Comfortable future
Prompt responses
Services
Financial Planning
Our comprehensive financial planning service creates customised roadmaps for long-term financial security. We analyse your complete financial picture to develop strategies that align with personal goals and risk tolerance. The process involves detailed assessment of current assets, future aspirations, and market conditions to create actionable plans that evolve with changing circumstances.
Retirement Advice
Specialist retirement planning helps clients achieve financial independence. We assess pension provisions, investment portfolios, and income requirements to create sustainable withdrawal strategies. Our approach considers tax implications, life expectancy, and lifestyle aspirations to ensure financial security throughout retirement years while maintaining regulatory compliance.
Investment Management
Tailored investment solutions match individual risk profiles with appropriate asset allocations. We implement diversified portfolios across multiple asset classes, continuously monitoring market conditions and rebalancing as needed. The service includes regular performance reporting and strategic adjustments to maintain alignment with financial objectives and market realities.
Estate Planning
Comprehensive estate planning ensures wealth preservation and efficient transfer to beneficiaries. We coordinate wills, trusts, and tax mitigation strategies to protect assets while minimising inheritance tax liabilities. The service includes ongoing reviews to reflect legislative changes and evolving family circumstances while maintaining legal compliance.
Tax Efficiency
Strategic tax planning optimises financial arrangements to reduce tax liabilities within legal frameworks. We analyse income streams, investments, and asset holdings to implement tax-efficient structures. The service includes regular reviews of tax legislation changes and proactive recommendations to maximise after-tax returns while maintaining full compliance with HMRC requirements.
People
Lee Waters
Chief Executive and Financial Planner
Lee leads our executive team with over 25 years of financial services experience. He specialises in creating comprehensive wealth management strategies while maintaining direct client relationships. His leadership ensures our services remain aligned with evolving client needs and regulatory standards.
Andrew Woods
Director
Andrew oversees strategic operations with specialist expertise in investment management. He ensures our portfolio strategies remain competitive while maintaining strict risk management protocols. His technical knowledge supports both client services and team development initiatives.
Jon Nisbet
Associate Financial Planner
Jon provides specialist financial planning advice with particular focus on retirement strategies. He works closely with clients to implement tailored solutions while maintaining compliance with FCA regulations. His client-centred approach has earned consistent positive feedback.
Emah Waters
Client Services Manager
Emah manages client relationships and operational processes. With extensive experience in financial services administration, she ensures smooth implementation of financial plans and maintains communication between clients and advisers. Her organisational expertise supports service efficiency.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, investment management, estate planning, tax efficiency solutions, and pension advice tailored to individual circumstances.
How are your fees structured?
Our fees include fixed charges for financial plans (£2,500), investment implementation (1% of assets), and annual reviews (0.85% of portfolio value), with transparent pricing agreed upfront.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FRN 588626) and maintain membership with the Personal Finance Society.
How often do you review financial plans?
We offer annual reviews as standard, with enhanced options for bi-annual reviews, ensuring your financial strategy remains aligned with changing circumstances and market conditions.
What makes Barwells Wealth different?
Our combination of local expertise, transparent fees, 100% client recommendation rate, and recognition in industry awards distinguishes our client-focused financial planning approach.
Can you help with equity release?
Yes, we provide specialist equity release advice at a fixed fee of £1,000, helping clients access property wealth while considering long-term financial implications.
