Our services are geared toward helping you make the right decisions in order to strengthen your financial position both now and for the future.
At Barfield Wealth we treat each of our customers as individuals and listen carefully to their requirements, goals and limitations before delivering our tailored advice.
We can help you with:
- Reviewing existing arrangements
- Advising on any shortfalls
- Getting you back in line with your goals
There are a number of ways we can do this but our 3 core services that we specialise in are:
Wealth Management
We offer advice on all aspects of wealth management including retirement planning, investments, estate and succession planning.
Mortgages
Whether you a purchasing the property for the first time, moving, seeking to re-mortgage or looking for investment property finance, we can help source the right products for your needs.
Protect
We can help protect against death, serious illness, accident, sickness and unemployment to mitigate the damage this can have on your finances and loved ones.
Need help?
Our team will be happy to explain and advise further. Arrange a free initial confidential discussion today.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Estate planning, Taxation and Buy to Let mortgage advice are not regulated by the Financial Conduct Authority.