Barry has over 20 years experience in financial services, focusing on building long-term trusted relationships with his clients. He provides a personal approach to financial planning, focusing on integrity, quality and professionalism in order to help his clients achieve their goals and aspirations. Fully understanding his clients’ needs allows Barry to provide a bespoke service to all his clients, whether the need is for :
- Investment planning for income or growth
- Family protection
- Retirement planning, including annuity purchase
- Business protection
- Group pension schemes
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.