It’s easy to put off sorting out your finances until tomorrow but by tomorrow it could all be too late.
Planning your finances can be tough and is not something to be taken lightly. Using a qualified adviser, who will look at your finances as part of your wider financial picture, is such a help. Trying to tackle this on your own is not a practical alternative.
How we work
At Barfield Wealth we are experienced and professionally qualified advisers. We offer you a complete financial advice service and some of the best available financial products based on your needs and circumstances.
We do this by first understanding your financial needs and priorities and then designing solutions to meet them. We start with a full financial review appointment, where we consider every aspect of your financial situation, and provide you with personalised comprehensive advice.
There’s no obligation or charge for this service. If you’re interested, head over to the contact page and get in touch.
Here’s how we can help:
Protect your family
Make sure your dependants are financially secure if you die too soon.
Plan your retirement
It’s never too late to start, but the sooner you do the easier it is.
Save for the future
We will make sure you have the investments suited to your goals and attitude to investment risk.
Plan your estate
It would surprise you just how many people have a potential inheritance tax liability. Don’t leave your beneficiaries with an unwelcome tax bill.
Arrange your mortgage
There are hundreds of mortgage products to choose from, let us find the right one for you.
Protecting your home
Don’t neglect your most valuable asset. We can help you to insure your home and its contents.
Can I afford it?
You may be wondering if you can afford to have your finances handled professionally by an adviser but perhaps a better question is – can you afford not to?
Remember, you can arrange a free initial confidential discussion where are team will be happy to explain and advise further.
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.
Inheritance Tax planning, estate planning, taxation and some Buy to Let mortgages are not regulated by the Financial Conduct Authority.