About Us

Bernard Barrett Associates Limited provides high quality financial planning advice and wealth management services. 

Founded in 1992 and based in Covent Garden, Bernard Barrett Associates Limited comprises a dedicated team boasting a wealth of experience in the financial services industry.

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII), which is the industry's gold standard for firms of financial planners.

It confirms that we have satisfied rigorous qualification criteria relating to professional qualifications and ethical good practice.  It means you can be confident you are dealing with a firm which is wholly committed to providing you with the best possible advice, service and support.

Our Values

Our clients are at the heart of everything we do. We aim to build long-term relationships of value based on trust, integrity, experience and expertise, and provide the highest possible standard of advice.

 

Our Team

Bernard Barrett - Dip PFS

Managing Director and Adviser

Having worked in the Financial Services sector for many years, Bernard set up Bernard Barrett Associates Limited in 1992. In addition to being qualified to cover all aspects of financial advice, he holds the relevant qualifications as a pensions specialist, and long-term care adviser.

Stuart Bates - FPFS

Director - Chartered Financial Planner

Stuart has over 10 years' experience in the Financial Services industry, and has previously acted as a broker consultant for financial advisers throughout London. He became a director at Bernard Barrett Associates Limited in 2012, and provides client advice. He is active in all directorship activities.

Lesley Mills - BA Hons

Office Manager

Lesley has worked for Bernard Barrett Associates Ltd for over 20 years, providing client and administrative support. She has worked in the banking and Financial Services sectors for the majority of her career.

Rachel Barry - Cert PFS

Office Administrator

Rachel has been working in the Financial Services industry for over 27 years, and has a wealth of experience in pensions, investments, protection and mortgage products. Throughout her career, she has worked with insurance, banking and Financial Adviser organisations.

 

Chartered Financial Planners

Please feel free to contact us if you would like to find out more:

Bernard Barrett Associates Ltd, PO Box 13052, London WC2B 5QW - Telephone: 0207 240 5155