Barlow Financial Services

Restricted - Whole of Market  7 Westcombe Park, Shanklin, Isle of Wight, PO37 6QE
First meeting at adviser's own cost
We are a highly approachable team of experienced Financial Advisers who can provide advice on various matters in a friendly, professional and efficient manner.
We can advise you on
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Annuity purchase
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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 review
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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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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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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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Unit trusts
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Lump sum
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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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Critical illness
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Healthcare
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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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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Phillip Palmer MLIBF CeMAP DipFA
Financial Consultant

Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Mr Michael J Barlow MLIBF CeMAP DipFA
Mortgage & Protection Adviser

This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.

Mr Peter J Barlow Dip PFS
Firm Principal

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

About us

Our key goal is to make financial advice easy and understandable for our clients.

We are a Family run business and we recognise that success comes from providing a high-quality and client-focused service. We utilise the latest technology and can deliver intelligent investment solutions with no lower wealth limits or exit penalties.

All of our advisers are highly qualified and experienced and we work with Quilter Financial Planning who are ranked as the Number 1 Financial Advice Network.

Our services

We provide financial advice covering Wealth Management, Retirement Planning, Equity Release, Mortgages and Protection.

Where to find us
Head office address: 7 Westcombe Park, Westhill Road, Shanklin, PO37 6QE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021

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