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.
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.
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