Here’s a quick rundown of the friendly, helpful professionals behind Barfield Wealth Ltd.
Paul Burrows – Financial Planner & Managing Director
Paul has worked in financial services since completing an Economics degree at Hull University in 2001.
As Managing Director, Paul is responsible for the day to day running of Barfield Wealth Ltd having completed a practice buy out from Edward in September 2017.
His specialist area is pension consolidation & investment advice but has been helping families with their mortgages & protection needs for many years and enjoys assisting them plan for the future.
Married to Nicola they have two boys George & Jack. Outside of work he has passion for sport and is a keen golfer. In addition to this he coaches Jack’s football team and is governor at Woodland View Primary School.
Edward Cookman – Chartered Financial Planner
Edward joined the financial services industry in October 1985 as a financial consultant for Legal & General.
A Chartered financial planner since 2011 Edward specialises in pension transfers and has the necessary qualifications to advise on defined benefit transfers where appropriate. He enjoys helping clients towards achieving their retirement income goals.
Married to Jenny they enjoy taking their two Jack Russell dogs for walks in the countryside and a glass of red wine together. In the rest of his spare time he likes to play golf and being out on his bike.
Transferring out of a Final Salary/Defined Benefit scheme is unlikely to be in the best interests of most people.
Lucy Fagence – Financial Advisor
Lucy joined Barfield Wealth in October 2018 as a paraplanner with a view to becoming a financial advisor. Initially, Lucy completed her CeMAP exams, which enabled her to advise on mortgages and protection. Since then, she has furthered her knowledge with a diploma in financial advice, meaning she can offer financial planning.
Lucy is looking forward to progressing with her financial planning career, and meeting new clients while continuing to offer mortgage and protection advice to our existing clients.
When not at work, Lucy enjoys seeing her friends for coffee, spending quality time with her family, and planning her next getaway.
Ruta Matulyte – Paraplanner
Ruta joined Barfield Wealth in October 2022 as a Paraplanner to support our Financial Advisers. Her principle role is to research, prepare and administer Financial Plans & Reports for our clients.
A Bachelor of Arts in Digital Marketing & Advertising plus 7 years’ experience in financial services working previously for a high street building society, Ruta has a logical & pragmatic approach to problem solving and a strong focus on successful delivery.
When Ruta is not at work she enjoys spending time with her family & friends. She loves new adventures, meeting new people and experiencing different cultures.
Lois McCarlie – Administrator
Lois joined Barfield Wealth in September 2022 as a trainee administrative apprentice. She has since completed her business administration qualification in February 2024.
Her role is primarily to produce client reports for review meetings while continuing to improve her knowledge of the more complicated administration of financial planning cases.
When not at work, Lois enjoys sunning herself in a pub garden, shopping, and going out for dinner.
Billy Newman – Administrator
Billy joined Barfield Wealth in March 2024 as a trainee administrator apprentice via Starting Off. He is now studying hard to achieve his Level 3 Business Administration qualification.
His role is to support Barfield Wealth’s administration needs, specifically providing mortgage and protection administration and preparation of clients’ financial reviews.
When Billy is not busy working, he enjoys being with his friends, playing darts, and keeping fit.
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