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Barlow Barton IFA
Independent Financial Adviser

Barlow Barton IFA

12 Roundhay Court
Sutherland Avenue
Leeds
LS8 1BL

0113 8083817

We provide holistic financial planning for individuals and companies with regular meetings to keep their goals and plans on track.

  • First meeting at adviser's own cost
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What we do really well

We are excellent at detail, checking all opportunities to maximise tax efficiency by having suitable Investments/Pensions at the appropriate risk level that are monitored on an ongoing basis. We make sure all necessary Protection policies are in place to ensure peace of mind for you, your family and Business. This is all done by strategic planning towards your goals and aspirations, building relationships over the long term.

Advice areas

Business

  • Corporate pension
  • Group critical illness
  • Group income protection
  • Group life insurance
  • Group pensions
  • Group private medical insurance
  • Group protection

Financial planning

  • Wealth management

Investments

  • Ethical investments
  • Investing for income
  • Investment trusts
  • ISAs
  • OEICs
  • Offshore investments
  • Socially responsible investments
  • Unit trusts

Pensions

  • Annuity purchase
  • Auto enrolment
  • Pension consolidation
  • Pension drawdown
  • Pensions & divorce
  • Pensions & retirement planning
  • Pensions review
  • Pensions transfer
  • Sipps
  • Stakeholder

Protection

  • Critical illness
  • Healthcare
  • Income protection insurance
  • Life insurance
  • Long term care

Savings

  • Lump sum
  • National savings
  • Regular savings
  • Savings for children
  • School fees planning

Tax & trust planning

  • Capital gains tax
  • Estate planning
  • Income tax
  • Taxation planning

About us

Barlow Barton are an IFA and operate as an appointed representative of Caerus Financial Limited. The planning is bespoke with the back up of a dynamic and adaptable company. We offer a comprehensive package of services to both private and business clients, including general financial planning, wealth management, retirement planning, protection and taxation planning.

Our advisers

Shaun Davison Statements of Professional Standing

Shaun Davison
Independent Financial Adviser

Qualifications

  • This examination assesses a knowledge and understanding of financial protection plans.
    CF3 - Financial Protection (CII)
  • This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
    CF4 - Retirement Planning (CII)
  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
    CF8 - Certificate in Long-Term Care Insurance (CII)
  • This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
    R03 - Personal Taxation (CII)
  • This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
    R04 - Pensions and Retirement Planning (CII)
  • This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
    R02 - Investment Principles (CII)
  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
    CF6 - Certificate in Mortgage Advice (CII)
  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
    CF7 - Certificate in Lifetime Mortgages Activities (CII)
  • This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
    R01 - Financial Services, Regulation and Ethics (CII)
  • This qualification helps advisers develop and demonstrate their financial planning capabilities. 
    R06 - Financial Planning Practice (CII)
  • To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
    Dip PFS - Personal Finance Society Diploma (PFS)
  • To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
    CertPFS (DM) - Certificate Personal Finance Society (PFS)
  • At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
    J10 - Discretionary Investment Management (CII)
  • This examination assesses a knowledge and understanding of investment products and the risks involved.
    CF2 - Investment and Risk (CII)
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