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Barlow Barton IFA
Independent Financial Adviser

Barlow Barton IFA

3 Maryland House
5 Grosvenor Road
Leeds
LS6 2DZ

07752 784403

Free Initial meeting and no hard sell. Honest Advice for your individual situation from a friendly face.

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What we do really well

We are all about client care. We realise that our business would be worth nothing without our clients, and therefore they are our number 1 priority 100% of the time.

Advice areas

Business

  • Group pensions

Financial planning

  • Wealth management

Investments

  • Investing for income
  • ISAs
  • OEICs
  • 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

Savings

  • Lump sum
  • Regular savings

Tax & trust planning

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

Our advisers

Richard Hopson Statements of Professional Standing

Richard Hopson

Qualifications

  • The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
    DipFA - Diploma for Financial Advisers (IFS)
More

We have a rigorous approach to compliance where all of our cases are compliance checked. This gives security to both the client and Adviser and ensures the quality of work we do.

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