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  7. Barnaby Cecil Financial Planning Limited

Barnaby Cecil Financial Planning Limited

Independent Financial Adviser  Room 9, The Summit, Highgate, London, N6 6LS
First meeting at adviser's own cost
We provide an exceptional financial planning service to a small group of UK families. We focus on three types of clients - doctors, digital and creatives. Using the award-winning WealthMap® service, we provide superior client outcomes.
We can advise you on
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Pension consolidation
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Pension drawdown
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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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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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OEICs
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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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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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Response rating
10/10
phone Show number
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Thomas Skinner
Managing 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.

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

This qualification assesses a knowledge and understanding of portfolio investment management.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

What our clients say
I needed someone trustworthy who could pull all my financial planning together. Tom has helped me by making sound investments and good decisions. He is great!
Dr Stephanie Kaye, London
Tom has already saved me significants amounts by helping me to apply for the maximum long-term allowance. During Covid he has continued to manage some of my savings on the Transact platform very efficiently and effectively. He has guided me through a complex pension transfer process. Tom's fees are clear and reasonable.
Jonathan Stordy, Spain
About us

We are a small team that provide an outstanding service to a unique group of brilliant individuals and their families. If you want attention to detail and a firm that represents your best interests, you've found us.

Our services

We listen. And then we create innovative and beautiful financial plans, which will give you the confidence to live for today, safe in the knowledge that your future is secure.

Where to find us
Head office address: Room 9, The Summit, 40 Highgate West Hill, Highgate, N6 6LS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
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)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

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