Response rating
7.0/10
FCA verified
18th September 2017

Barwells Independent Financial Management Ltd

Independent Financial Adviser 10 Sutton Park Road, East Sussex, East Sussex, BN25 1RB
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
    • Equity release
    • Home reversion
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group protection
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Stockbroking services
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Wealth management
Meet our advisers
Lee Waters
Chief Executive
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
"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 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 thirteen 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
Where to find us
About us

We are an associated company 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    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.
Your home may be repossessed if you do not keep up repayments on your mortgage.

Similar advisers near you

Independent Financial Adviser 6.88 mi
 
 
Independent Financial Adviser 6.98 mi
I offer a friendly and customer focused approach to financial planning.
 
Independent Financial Adviser 7.43 mi
Comprehensive Independent Financial Advice centred on creating and preserving wealth - for your family, for your business, for your future
 
Independent Financial Adviser 7.71 mi