Bark Financial Ltd

Financial Adviser (Restricted Whole of Market) 182 Southampton Road, Hampshire, Ringwood, BH24 1JG
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
PLAIN SPEAKING, FINANCIAL PLANNING ADVICE MADE CLEAR. Professional advice based on a wealth of knowledge, wisdom and experience.
We can advise you on
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Buy to let
    • Equity release
    • Remortgage
    • Residential
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Sarah Butler DipPFS
Financial Adviser
Where to find us

182 Southampton Road, Hampshire, Ringwood, BH24 1JG

Contact us
About us

Plain speaking financial planning advice made clear. Bark Financial Ltd is an appointed representative of Intrinsic Financial Planning. The advice we provide is Restricted Plus. This means that we provide advice from a carefully selected panel of providers, platforms and investment funds. If we can not find a suitable product or provider from that panel we are able to research the Whole of the Market to find a solution. Our advice on mortgages and annuities however is "whole of market".

Our services

Professional advice based on knowledge, wisdom and experience, explained in a way that is clear and easy to understand.

We listen and take time getting to know you.
Firstly, protecting yourself and your family then helping you get to where you want to be by working with you to create a plan that you understand and feel is sustainable for you.

Tax efficient planning advice using investments and pension planning. Our At Retirement planning aims to help you relax and enjoy your leisure years. We also specialise in Equity Release.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

The value of the investment can go down as well as up and you may not get back as much as you put in.

Your home may be repossessed if you do not keep up repayments on your mortgage.

We will always treat you fairly. You can expect in all our dealings with you that we will:
Ø treat you as we ourselves would expect to be treated
Ø never take advantage of you
Ø be open and honest
Ø quickly put right any mistake that we make.
Restricted advice – We will advise and make a recommendation for you after we
have assessed your needs, but we only offer advice on limited types of products,
or products from one company or a limited number of companies.
Payment for our services will be on the basis of an agreed Advice Charge. We will discuss your
payment options with you and answer any questions you have. We will not charge you until we
have agreed with you how we will be paid.

Bark Financial Ltd is an appointed representative of Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd are entered on the FCA register (http://www.fca.org.uk/register) under references 440703 and 440718

Estate planning, trusts planning, taxation advice and some buy to lets are not regulated by the Financial Conduct Authority

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