Response rating
7.0/10
FCA verified
20th November 2017

Barker Sutcliffe & Associates

Independent Financial Adviser The Briitsh School Otley Street, Skipton, North Yorkshire, BD23 1EW
First meeting at adviser's own cost
Barker Sutcliffe & Associates Limited provide Independent Advice on most Financial matters, we do not charge for an initial consultation.
We can advise you on
    • Corporate pension
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • High loan to value
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions transfer
    • Sipps
    • Stakeholder
    • 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
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Graham Sutcliffe BA Hons CeMap MIFS DipFA
Director
adviser-person
Kevin Smith
IFA
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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
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.

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