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  11. Barwells Independent Financial Management Ltd

Barwells Independent Financial Management Ltd

Independent Financial Adviser  1 Station Farm Barns, East Sussex, Lewes, BN8 6EU
First meeting at adviser's own cost
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
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Annuity purchase
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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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Buy my next home
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Equity release
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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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
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Group ISA
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Stockbroking services
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Long term care
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Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Lee Waters
Chief Executive

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.

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.

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

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

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

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

What our clients say
"I have been a client of Barwells for over thirty years, using them for three house purchases, the drawing up of wills and trust funds and for financial advice. I have found them unfailingly efficient, professional and helpful and would recommend them without hesitation."
Mrs F, Seaford
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
I became a widow in 2000 when my husband died just before his retirement date and his lump sum and pension meant that all of a sudden I had a pot of money that I needed to invest for my future. It was at this point that I was recommended to speak to Barwells who were able to offer the advice that I required. Throughout the last eighteen years I have built a special relationship with Barwells and in particular my financial adviser who initially set-up a portfolio of shares and bonds to provide a regular income and capital growth. Through regular meetings, emails and written communication I receive advice and recommendations which has resulted in my portfolio growing. In my situation of needing financial advice at a difficult and emotional time in my life and forming a solid client relationship with them over thirteen years then I can fully recommend Barwells."
Mr A, Seaford
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.

Where to find us
Head office address: 1 Station Farm Barns, Station Road, Glynde, East Sussex, Lewes, BN8 6EU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
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Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 1st March 2021

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