Barwells Independent Financial Management Ltd

Independent Financial Adviser 1 Station Farm Barns, Station Road, Glynde, East Sussex, Lewes, BN8 6EU
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th September 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
    • 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
    • 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 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
Where to find us

1 Station Farm Barns, Station Road, Glynde, East Sussex, Lewes, BN8 6EU

Contact 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.

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.

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