Edwards Sumner Fogg

Independent Financial Adviser 2 Skye Close, Wilnecote, Tamworth, Staffordshire, B77 5AU
FCA verified
20th August 2018
I have over 20 years experience in Finance. I enjoy helping people attain their financial goals whatever they may be.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • 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
    • Wealth management
Meet our advisers
adviser-person
John Barlow DipPFS
Independent Financial Advisor
Where to find us
About us

John Barlow is an Independent Financial Adviser for Edwards Sumner Fogg of Warwick; who are authorised and regulated by the Financial Conduct Authority. John has been advising clients on financial services for over 20 years and specialises in pension and investment advice. He has attained Diploma level for providing financial advice and has also passed the AF3 exam, the Advanced exam for Pension Advice, which is part of his intention to become a Chartered Financial Adviser.

Our services

Edwards Sumner Fogg is a small firm of IFAs based in Warwick. John lives and works in the Tamworth area. We offer a full financial review service, so whatever your financial needs are we can usually help.
John specialises in pensions and investments, he has specialist knowledge in pensions having qualified in the Advanced Pensions exam as part of his intention to become a Chartered Financial Adviser. He offers advice on pre and post retirement planning. This includes advice on all types of annuities, pension drawdown and phased retirement.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

I work closely with my clients and ensure their full understanding of my recommendations prior to completion of any applications. A suitability letter is sent to the client to confirm personal circumstances and any actions/recommendations completed.

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