Barnard Lee & Associates

Independent Financial Adviser  Spencer House, London, Greater London, SW4 7TX
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FCA authorised
Last authorised 30th November 2020
We give clients the information they need to make informed choices.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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National savings
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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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Income protection insurance
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Life insurance
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Payment protection insurance
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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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Corporate pension
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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
Meet our advisers
Julian Barnard DipPFS
Advising Partner
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

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

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