Michael Barnes Financial Services Ltd

Restricted - Whole of Market  2 Goose Cote Hill, Bolton, Lancashire, BL7 9UQ
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FCA authorised
Last authorised 3rd May 2021
We are whole of market wealth management consultants specialising in helping high net worth individuals create and preserve their wealth.
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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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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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OEICs
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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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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Employee benefits
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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
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Group private medical insurance
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Long term care
Meet our advisers
MR Michael Barnes DipFA
Financial Adviser
About us

Michael Barnes the principal adviser has over 30 years experience in the Financial Services Industry and is able to offer impartial advice.

Michael Barnes Financial services, offers advice on a wide variety of issues. These include Retirement Planning, Savings and Investments, IHT Planning, Mortgages and Personal Protection.

It might be general investment to help you save for the future, advice on getting the most out of your pension arrangements, "at retirement" advice, or tax-efficient ways of handing an inheritance to your children and grandchildren.

Our aim is to keep things clear, simple and transparent.

Our services

We aim to ensure that you receive the best possible financial advice which is designed to make your financial life clear, simple and structured. We do this by providing a friendly, personal, first-class and professional service, offering real value for money. We offer the initial meeting completely free of charge to assess whether we can help our clients going foward. Then utilising our many years of financial industry experience and expert knowledge, we will provide a solution tailored to your specific requirements, reviewed and adjusted over time as your circumstances and goals change.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

2 Goose Cote Hill, Higher Dunscar, Egerton, Bolton, Lancashire, BL7 9UQ

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