Barker Sutcliffe & Associates

Independent Financial Adviser The Briitsh School Otley Street, Skipton, North Yorkshire, BD23 1EW

First meeting at adviser's own cost

Response rating

7.0/10

13th August 2018

Barker Sutcliffe & Associates Limited provide Independent Advice on most Financial matters, we do not charge for an initial consultation.

We can advise you on

Business
- Corporate pension
- Group life insurance
- Group pensions
- Group private medical insurance
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
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
Long term care
- Long term care

Meet our advisers

Graham Sutcliffe BA Hons CeMap MIFS DipFA

Director

Qualifications & Accreditations Hide qualifications

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

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.

DipFA - Diploma for Financial Advisers (IFS)

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

Kevin Smith

IFA

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

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.

What our clients say

Re-mortgaging with a view to paying off a mortgage prior to retirement. Graham came up with a superb option for re-mortgaging with the Coventry BS which meant we reduced our mortgage payments significantly and paid off our mortgage in a timely way, saving us considerable outlay. He has subsequently advised us with our portfolio of investments and has secured good overall growth within the risk parameters we had established. We have been very happy with the recommendations made by Graham in terms of our original mortgage requirements and subsequent investments for retirement planning.

David, Ilkley

Graham gave us advice on how best to invest our Capital whilst being mindful of the requirements for holidays. He gave us the best advice that has turned out very profitable for us. Definitely his clear recommendations helped us make the right decisions.

James, Whalley

Where to find us

About us

Barker Sutcliffe & Associates Ltd was founded by Paul Barker and Graham Sutcliffe following the natural progression of many years experience as Independent Financial Advisers.

Our specialism is to provide Bespoke Financial Planning Solutions to busy professionals.

Barker Sutcliffe & Associates Ltd aims to give

• Impartial advice to both private and business clients

• Does not believe in pressure selling and that clients are ‘for life’

• Do not charge a fee for an initial consultation

• Design Bespoke Financial Planning Solutions for each individual/company

Barker Sutcliffe & Associates Ltd believes that professionalism, honesty and integrity are the cornerstones of all business dealings.

Our services

Investments
Pensions
Portfolio Planning
Inheritance Tax Planning
Savings
Taxation
Life Assurance
Income Protection
Long Term Care Planning
Mortgage Advice

Compliance

Registered in England No. 6903815 Registered address: The British School, Oltey Street, Skipton, BD23 1EW

Barker Sutcliffe & Associates Limited is authorised and regulated by the Financial Conduct Authority.

We can advise you on

Business
- Corporate pension
- Group life insurance
- Group pensions
- Group private medical insurance
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
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
Long term care
- Long term care

Advice methods

Telephone
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

£0

Website

Compliance

Contact options

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