Barkestone Associates (Wealth Management) Limited
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Business
- Corporate pension
Barkestone Associates is an independent advisory firm whose primary objective is to help individuals and small business owners to build, manage and protect their wealth. We believe that having the ability to provide independent and unbiased advice is paramount to the success of our clients and our firm. Please contact us to request our new client welcome pack and take advantage of an inital no cost, no obligation discussion about your financial objectives.
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