Business Details
14 Years
experience
Trusted Financial Advisers in Glynde, East Sussex
Barwells Wealth has been delivering trusted financial planning services in East Sussex for over 25 years. Our client-centric approach prioritises long-term relationships, with a team of qualified advisers dedicated to understanding individual financial goals and life aspirations. We operate with transparency in fees and processes, ensuring clients receive tailored advice aligned with their unique circumstances.Recognised as a VouchedFor Top Rated Firm and featured in the Citywire New Model Adviser Top 100, our commitment to excellence is evidenced by 100% client satisfaction rates in recent surveys. The firm maintains strong community ties while adhering to rigorous professional standards through membership of the Personal Finance Society and regulation by the Financial Conduct Authority.
Services
Financial Planning
Retirement Advice
Investment Management
Equity Release
Business Financial Planning
Wealth Preservation
Tax Efficiency Strategies
Estate Planning
Risk Management
Pension Consolidation
Details
- Year established: 2012
Highlights and features
- 25+ years of local financial planning expertise in East Sussex
- Transparent fee structure with no hidden charges
- 100% client satisfaction in recent service response times
- Award-winning status as VouchedFor Top Rated Firm
- Regulated by the Financial Conduct Authority for client protection
Associations and certifications
- Financial Conduct Authority
- Personal Finance Society
What people say
Feel safe and secure
Trusted advice
Part of their family
Comfortable about future
Understood my needs
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies for long-term wealth management. We analyse your current financial position, future goals, and risk profile to develop actionable plans covering investments, pensions, and tax efficiency. Clients benefit from ongoing support through regular review meetings to adapt strategies as life circumstances change.
Retirement Advice
Specialist retirement planning services help clients achieve financial security in later life. We assess pension provisions, income requirements, and lifestyle aspirations to create sustainable withdrawal strategies. Our advisers ensure compliance with HMRC regulations while optimising tax-efficient income streams for post-retirement years.
Investment Management
Professional investment management tailored to individual risk profiles and financial objectives. We construct diversified portfolios using carefully selected funds and assets, with ongoing monitoring and rebalancing. Clients receive regular performance reports and have access to quarterly review meetings to discuss market developments and strategy adjustments.
Equity Release
Specialist equity release advice for homeowners seeking to access property wealth. We explain lifetime mortgage options and home reversion plans, assessing suitability against individual circumstances. Our service includes detailed illustrations of long-term implications and recommendations for protecting inheritance interests.
Business Financial Planning
Tailored financial solutions for business owners covering succession planning, tax-efficient profit extraction, and retirement arrangements. We address unique challenges faced by self-employed individuals and company directors, providing strategic advice on pension contributions, investment structures, and wealth preservation.
People
Lee Waters
Chief Executive and Financial Planner
Lee leads our executive team with over 20 years' experience in financial services. He specialises in complex financial planning strategies and oversees the firm's strategic direction while maintaining direct client relationships.
Andrew Woods
Director
Andrew brings extensive expertise in investment management and pension consolidation. He ensures our advisory processes maintain the highest technical standards and regulatory compliance across all client services.
Jon Nisbet
Associate Financial Planner
Jon provides specialist retirement planning advice, helping clients navigate complex pension regulations. He focuses on creating sustainable income strategies for pre-retirees and recent retirees.
Emah Waters
Client Services Manager
Emah oversees client relations and service delivery, ensuring seamless communication between advisers and clients. With 15 years' industry experience, she manages administrative processes and client support functions efficiently.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, investment management, equity release advice, pension consolidation, and wealth preservation strategies tailored to individual circumstances.
How are your fees structured?
Our fees include fixed charges for financial plans (£2,500), investment implementation (1% of assets), and annual reviews (0.85% of portfolio value), with transparent pricing agreed upfront.
What makes Barwells Wealth different?
We combine 25+ years' local expertise with award-winning service standards, maintaining 100% client satisfaction rates through personalised advice and ongoing support.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (FRN 588626) and maintain membership with the Personal Finance Society for professional standards.
How often do you review financial plans?
We offer annual reviews as standard, with optional twice-yearly meetings for clients requiring more frequent portfolio assessments and strategy adjustments.
