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| |  Barretts Financial Solutions have been providing general financial, and bespoke investment advice to clients as an Independent Financial Adviser since 1988. We pride ourselves on offering a truly client driven service. Please see The team page for details of our individual qualifications.
The goal of financial planning is to take control of your financial future. The first step is to understand your needs, both now and in the future. These are then related to your current circumstances, and an action plan drawn up to realise these goals within the desired timeframe.
The financial planning process is a true life long experience and much importance is placed upon the relationship that needs to be cultivated with a client, thus, we value the longevity of a relationship with our clients, many of whom we have been advising for a number of years.
The practice is now well placed to deal with the new seldom fee based financial planning arena that the Financial Services Authority (FSA) is introducing under the Retail Distribution Review (RDR) from the 1st January 2013.
The practice was one of the first to obtain separate Statement of Professional Standing (SPS) certificates from the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI). SPS certificates from an accredited body are a requirement for all advisors under the Retail Distribution Review (RDR) from the 1st January 2013.
Service is paramount, and with the expertise that exists within the practice we passionately believe our advice to be as professional as any client should expect. It is our belief that financial planning should be dealt with on a holistic basis as no one aspect of client’s financial affairs should be separated from another.
Please contact us to discuss your financial circumstances further.
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