Barlow Barton IFA
Independent Financial Adviser

We provide holistic financial planning for individuals and companies with regular meetings to keep their goals and plans on track.

First meeting at adviser's own cost

Where to find us

12 Roundhay Court Sutherland Avenue Leeds LS8 1BL

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Our advisers

Shaun Davison

Shaun Davison

Independent Financial Adviser
Qualifications
  • Statements of Professional Standing
  • CF3 - Financial Protection (CII)
  • CF4 - Retirement Planning (CII)
  • CF8 - Certificate in Long-Term Care Insurance (CII)
  • R03 - Personal Taxation (CII)
  • R04 - Pensions and Retirement Planning (CII)
  • R02 - Investment Principles (CII)
  • CF6 - Certificate in Mortgage Advice (CII)
  • CF7 - Certificate in Lifetime Mortgages Activities (CII)
  • R01 - Financial Services, Regulation and Ethics (CII)
  • R06 - Financial Planning Practice (CII)
  • Dip PFS - Personal Finance Society Diploma (PFS)
  • CertPFS (DM) - Certificate Personal Finance Society (PFS)
  • J10 - Discretionary Investment Management (CII)
  • CF2 - Investment and Risk (CII)

Our Services

What we do really well

We are excellent at detail, checking all opportunities to maximise tax efficiency by having suitable Investments/Pensions at the appropriate risk level that are monitored on an ongoing basis. We make sure all necessary Protection policies are in place to ensure peace of mind for you, your family and Business. This is all done by strategic planning towards your goals and aspirations, building relationships over the long term.

Advice areas

Business

  • Corporate pension
  • Group critical illness
  • Group income protection
  • Group life insurance
  • Group pensions
  • Group private medical insurance
  • Group protection

Financial planning

  • Wealth management

Investments

  • Ethical investments
  • Investing for income
  • Investment trusts
  • ISAs
  • OEICs
  • Offshore investments
  • Socially responsible investments
  • Unit trusts

Pensions

  • Annuity purchase
  • Auto enrolment
  • Pension consolidation
  • Pension drawdown
  • Pensions & divorce
  • Pensions & retirement planning
  • Pensions review
  • Pensions transfer
  • Sipps
  • Stakeholder

Protection

  • Critical illness
  • Healthcare
  • Income protection insurance
  • Life insurance
  • Long term care

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

Payment options

  • Fee
  • Fixed fee
  • Hourly rate
  • Percentage of assets

Preferred clients

  • Minimum wealth (income/assets) All clients welcome
  • Minimum pension value All clients welcome

About us

Barlow Barton are an IFA and operate as an appointed representative of Caerus Financial Limited. The planning is bespoke with the back up of a dynamic and adaptable company. We offer a comprehensive package of services to both private and business clients, including general financial planning, wealth management, retirement planning, protection and taxation planning.

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