Barlow Barton IFA
Independent Financial Adviser

Free Initial meeting and no hard sell. Honest Advice for your individual situation from a friendly face.

Where to find us

3 Maryland House 5 Grosvenor Road Leeds LS6 2DZ

Click for full map

Our advisers

Richard Hopson

  • DipFA - Diploma for Financial Advisers (IFS)

Our Services

What we do really well

We are all about client care. We realise that our business would be worth nothing without our clients, and therefore they are our number 1 priority 100% of the time.

Advice areas

Business

  • Group pensions

Financial planning

  • Wealth management

Investments

  • Investing for income
  • ISAs
  • OEICs
  • 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

Savings

  • Lump sum
  • Regular savings

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) 0
  • Minimum pension value 0
  • Minimum mortgage value 0

About us

Barlow Barton IFA is a family run business that is part of the Caerus Capital Group. Under the umberella of the network we have all the benefits of a large national firm, but with the attention to detail and hands on approach of a small independent company. We have clients all over West Yorkshire, mainly focussed around Leeds, Huddersfield, Wakefield and Bradford.

We have a rigorous approach to compliance where all of our cases are compliance checked. This gives security to both the client and Adviser and ensures the quality of work we do.

Legal information

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