Financial Planning

How we work

We provide a truly personal and bespoke service carefully tailored to your individual circumstances, to ensure you get the most out of life.

First contact will typically be followed by an initial meeting during which we seek to obtain a clear picture of your position, goals and aspirations.

Using the information and mandate provided, we will begin to form ideas and discuss your options.

Once we have compiled all the relevant information, we will prepare a personalised strategic financial plan centred on your objectives.

Based on our findings, we will put forward our recommendations, and detail the costs at which these can be arranged.

If appropriate, we will confirm a service agreement and implement the agreed plan.

We will then work closely with you to coordinate an ongoing and reviewable financial plan.

 

Services

We provide a full and comprehensive financial planning service, with advice on:

  • Pension
  • Savings
  • Investments (onshore and offshore)
  • Tax planning
  • Estate/inheritance planning

 

Where appropriate, assets will be administered using WRAP platform technology from the most suitable provider.

We also provide advice on insurance contracts for:

  • Life
  • Critical illness
  • Income protection in the event of accident or illness
  • Private medical insurance.

 

 

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