Barnard Lee & Associates

Independent Financial Adviser Spencer House, 32 Cato Road, Clapham, London, Greater London, SW4 7TX
First meeting at adviser's own cost
Response rating
FCA verified
18th February 2019
We give clients the information they need to make informed choices.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
Meet our advisers
Julian Barnard DipPFS
Advising Partner
What our clients say
Barnard Lee (both Julian and formerly Judith) has provided me with excellent financial advice for over 15 years. I have been given solid, uncomplicated and extremely beneficial advice and guidance and I could not have wanted for a more personable and professional advisory service.
S.B, Somerset
Julian is extremely human and understanding and I trust him completely. His approach is relaxed and unpushy, but he is very quick to deliver what he has promised.
T.W, godalming
Julian has consistently provided me with first class professional advice. He focuses on the needs of the individual giving you unbiased information allowing you peace of mind. I have every confidence in recommending him.
Ms. G.G, Clapham
Where to find us

Spencer House, 32 Cato Road, Clapham, London, Greater London, SW4 7TX

Contact us
About us

Barnard Lee Associates look to provide an individual service driven by the needs of each person and which encourages client contact at all levels.

Our aim is to provide long term and on-going advice, building relationships with our clients that last life long. We help people manage their money matters through all of life’s financial stages.
We offer experience, expertise and insight that brings clarity and confidence.

Julian Barnard trading as Barnard Lee Associates is an appointed representative of Julian Harris Financial Consultants which is authorised and regulated by the Financial Conduct AuthorityNo. 153566

Please telephone to arrange a mutually convenient appointment to discuss any financial matter.

Our services

We make the complex simple.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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