BARRETTS FINANCIAL SOLUTIONS LTD

Independent Financial Adviser  White House Corner, Bishops Stortford, Herts, CM23 1BQ
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FCA authorised
Last authorised 26th October 2020
A truly cutting edge financial services practice, well equipped for the rigours of the Retail Distribution Review(RDR).
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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Buy my next home
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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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Traded endowment policies
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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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Healthcare
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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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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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Stockbroking services
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Long term care
Meet our advisers
Kim Steven Barrett Chartered Financial planner - FPFS
Proprietor
Joel Christopher Barrett MSCI, DipPFS
Director
About us

BARRETTS FINANCIAL SOLUTIONS holds the revered status of Corporate Chartered Financial Advisers and are the only firm in Bishops Stortford to hold this highly regarded qualification.

We are a father and son team who offer a bespoke Wealth Management Service totally focused to a clients needs, and we offer this service on a fee basis. The qualifications held within BARRETTS FINANCIAL SOLUTIONS allow us to fully manage a clients affairs paying deference to their income needs, tax mitigation, capital expenditure needs, and estate planning.

We also offer a full pension appraisal service, including the required pension transfer specialism for occupational pension schemes.

Our services

First and foremost, we look after our clients, offering an exceptionally professional, and holistic, financial planning service. Both advisers in the practice are highly qualified, and their skills compliment each other. One with a general financial planning background, and the other with high level investment knowledge.

The practice has been in operation for over 29 years and some clients have remained throughout this period.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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