Barwells Independent Financial Management Ltd

Independent Financial Adviser 6 Hyde Gardens, Eastbourne, East Sussex, BN21 4PN

First meeting at adviser's own cost

Response rating

7.0/10

13th August 2018

We believe that great financial advice is at the core of building a more certain financial future for our clients.

We can advise you on

Mortgages
- Equity release
- Home reversion
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Meet our advisers

Lee Waters

Chief Executive

Qualifications & Accreditations Hide qualifications

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CeRER - Certificate in Regulated Equity Release (IFS)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

DipFA - Diploma for Financial Advisers (IFS)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

CeLTCI - Certificate in Long-Term Care Insurance (IFS)

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

CeRCC - Certificate in Regulated Customer Care (IFS)

This qualification assesses a knowledge and understanding of the regulatory and practical implications of the Treating Customers Fairly initiative.

What our clients say

I found Lee to be a very helpful, knowledgeable and friendly person who was able to do a great job in getting the results we wanted, Eager to please and quick to respond. I have gone to him on a range of different matters and was pleased with his responses.

Mark Jacobs, Crawley

Where to find us

About us

We are independent financial advisers, which means our duty is solely to you – our client.

Barwells Wealth are based in Glynde, East Sussex and grew out of Barwells Solicitors, who were established in 1896.

The advice we provide is completely impartial, and we are renowned for offering excellent independent financial advice in a professional, friendly manner.

Our services

We have a team of highly qualified financial advisers whose sole aim is to provide you with the comfort of knowing that your financial future is secure as a result of working with us.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Barwells Independent Financial Management Ltd. Registration No. 07915410.

Authorised and regulated by the Financial Conduct Authority.

We can advise you on

Mortgages
- Equity release
- Home reversion
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Advice methods

Telephone
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

Barwells Independent Financial Management Ltd. Registration No. 07915410.

Authorised and regulated by the Financial Conduct Authority.

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