It's About Money Financial Services Limited

Independent Financial Adviser Festival House, 39 Oxford Street, Newbury, Berkshire, RG14 1JG
FCA verified
10th December 2018
Personal & Worplace pensions, Investment and Tax Planning advice. Members of the Chartered Insurance Institute and Society of Will Writers.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • 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
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
John Robert Barnett APFS
IFA
Where to find us

Festival House, 39 Oxford Street, Newbury, Berkshire, RG14 1JG

About us

We offer independent financial advice based on your circumstances and needs. We are fully independent and not linked to any bank, insurance company, or investment house.
We provide financial planning services to help you protect your wealth and health and to move towards the achievement of your goals. Our services can be paid for by either pre-agreed fees, provider commission (fully discussed), or a combination. An initial meeting is at our expense and without obligation.

Our services

Explain technical aspects of financial planning without sounding like a Financial Adviser.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

It’s About Money Financial Services Limited is an appointed representative of Intrinsic Independent Limited which is authorised and regulated by the Financial Services Authority under FSA Register number is 217742.

The permitted business of Intrinsic Independent Limited is advising on and arranging pensions, investments, mortgages, life assurance and general insurance.

You can check this on the FSA’s Register by visiting the FSA’s website www.fsa.gov.uk/register or by contacting the FSA on 0845 606 1234.

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