Response rating

7.0/10

25th September 2017

Barwells Independent Financial Management Ltd

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

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
Stockbroking services
- Stockbroking services
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

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.

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

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.

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

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

My wife and I have known Lee for over 6 years. He was our Mortgage adviser. He arranged mortgages and remortgages on our four buy to let properties. He was always very professional in his approach, advising us on the best mortgage products available to meet our needs. He is very personable, giving the best advice and coordinated with us throughout the process and also followed up on re-mortgage opportunities. We would be very happy for Lee to continue to be our Mortgage and Financial adviser and look forward to be associated with him in the future

David Lewington, Saudi Arabia

Lee first sourced me a mortgage 6 years ago and then a new re-mortgage 2 years ago. Both times I found Lee very easy to work with and very helpful and supportive, going that "extra yard" to find the best deal for me. I would absolutely have no hesitation in hiring Lee again and would recommend him to anyone looking for financial advice and help.

Barry Cronin, Crawley

Where to find us

About us

We are an associated compnay of Barwells Solicitors, who have been looking after clients in East Sussex for over 100 years, we are committed to providing the best financial advice and maintaining a long term relationship with our clients. To this end we are fully independent, and are not restricted to providing advice on a limited number of products or services.

We provide a comprehensive and professional service on all types of investment, savings, pensions, life cover. mortgages and equity release.

We also provide specialist advice on tax mitigation including inheritance tax and trusts.

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.

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
Stockbroking services
- Stockbroking services
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

Contact options

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