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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Graham Sutcliffe BA Hons CeMap MIFS DipFA
Director

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.

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

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.

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

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
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

Where to find us
Head office address: The Briitsh School Otley Street, Skipton, North Yorkshire, BD23 1EW
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020

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