Barry Fleming and Partners (Tax, Trusts and Investment Planning) Limited

Independent Financial Adviser  Barry Fleming & Partners, Berkshire, Newbury, RG20 8BL
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FCA authorised
Last authorised 16th November 2020
Jill is highly experienced and builds long term financial planning relationships with mutual understanding and trust.
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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Jill Hart
Financial Planner
Paul Edwards
Head of Pensions
About us

We bring together up to the minute tax, estate, investment and retirement planning advice to create individual, ‘joined up’ financial strategies. This allows our clients to understand and have confidence in how they can best control, retain, and build their assets and income to achieve their objectives with least risk.

A high level of service is key to our long-term client relationships. We work collaboratively. That means our clients can benefit at all times from having ready access to our team of financial planners.

We are fee-based which has two material benefits for our clients - our fees are transparent and affordable and we avoid conflicts of interest. Our clients’ interests are our only interests.

This approach has been the cornerstone of our 40 years of success in the business of financial planning.

Barry Fleming and Partners are authorised and regulated by the Financial Conduct Authority. Please remember that the value of investments may fall as well as rise. Tax relief and bases are subject to change. Not all the topics about which we may provide advice are regulated by the Financial Conduct Authority.

Our services

We bring together up to the minute tax, estate, investment and retirement planning advice to create individual, ‘joined up’ financial strategies. This allows our clients to understand and have confidence in how they can best control, retain, and build their assets and income to achieve their objectives with least risk.

A high level of service is key to our long-term client relationships. We work collaboratively. That means our clients can benefit at all times from having ready access to our team of financial planners.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Barry Fleming & Partners, 3-4 Lower Woodspeen Court, Woodspeen, Berkshire, Newbury, RG20 8BL

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