Barrett's Financial Solutions

At Barretts Financial Solutions, we understand that each individual's financial needs are unique. Our approach is built around your family's needs, with a focus on providing straight-talking, honest advice to help you plan your financial future. With over 40 years of experience in the financial services industry, our team of expert independent financial advisors is dedicated to helping you achieve your financial goals.

Our Philosophy

We believe that a bespoke financial solution, designed specifically for you, is the key to securing your financial future. Our team is committed to listening carefully to your individual needs and providing expert guidance to help you make informed decisions. We understand that changes in the economy, taxation policies, and your personal circumstances may impact your financial well-being. That's why we offer ongoing, long-term relationship and continuous review to ensure your financial plan remains future-proof.

Our Team

Our team of chartered financial advisors includes:

Kim Barrett, Chartered FPFS, MCSI, with over 40 years of experience in the financial services industry. Kim is an Independent Financial Advisor and Chartered Fellow of the PFS (Personal Finance Society) and Member of the CISI (Chartered Institute for Securities and Investments).

Joel Barrett, Chartered MCSI, Dip PFS, with over 15 years of experience in direct investment management and holding a Diploma in Financial Planning with the CII (Chartered Insurance Institute) and CISI. Joel is an Independent Financial Advisor and Chartered Member of the CISI.

Our Services

Our comprehensive range of financial planning services includes:

• Retirement and Pension Planning: Effective planning and management of your pension assets to ensure a secure retirement.
• Investment Strategies: Bespoke investment solutions to grow your wealth and income.
• Tax Planning and Mitigation: Honest and legal management of your income and assets to minimize tax liabilities.
• Life and Health Insurance: Financial security for you and your family should the worst happen.
• School and University Fees Planning: Financially efficient funding options for your children's education.
• Estate and Inheritance Planning: Tax-efficient strategies to manage your estate and protect your wealth from inheritance tax.
• Financial Security: Planning to protect against critical illness, loss of income, or long-term healthcare.

Why Choose Us?

Our expert team offers:

• Impartial and well-informed financial advice
• Cutting-edge technology and data-driven insights
• Highest professional and ethical standards
• Industry-recognized qualifications and expertise
• Ongoing, long-term relationships to ensure your financial plan remains tailored to your needs

Get in Touch

Ready to plan ahead and secure a prosperous future? Contact us today to discuss your financial goals with our team of expert independent financial advisors.