Response rating
9.0/10
FCA verified
18th September 2017

BARRETTS FINANCIAL SOLUTIONS LTD

Independent Financial Adviser 1 Stort Lodge, Hadham Road, Bishops Stortford, Herts, CM23 2QL
A truly cutting edge financial services practice, well equipped for the rigours of the Retail Distribution Review(RDR).
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • 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
    • Stockbroking services
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Wealth management
    • Long term care
Meet our advisers
Kim Steven Barrett Chartered Financial planner - FPFS
Proprietor
Accreditations
Chartered Financial Planner
Joel Christopher Barrett MSCI, DipPFS
Director
Where to find us
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

We are fully compliant with all the requirement of the Financial Conduct Authority(FCA) and our credentials can be checked upon the FCA register.

Our Corporate Chartered Status means that we adhere to very high ethical and professional standards, placing us in the top 5% of financial advisory practices in the country.

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