JB Financial Advice Ltd

Independent Financial Adviser  2 Skye Close, Staffordshire, B77 5AU
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FCA authorised
Last authorised 22nd February 2021
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
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Annuity purchase
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Auto enrolment
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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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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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Socially responsible investments
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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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Income protection insurance
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Life insurance
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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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Corporate pension
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Group Pension/Stakeholder
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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
Meet our advisers
MR John Barlow DipPFS
Independent Financial Advisor
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
Advice methods
  • phoneButton
    Telephone
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    Face to face

2 Skye Close, Wilnecote, Tamworth, Staffordshire, B77 5AU

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