One of the biggest goals in life is a happy, comfortable retirement. At whatever age you plan to stop working, you will want to ensure you have enough money to go with your new-found freedom. Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.We all look forward to the day when we can stop or cut down on the amount of time we spend at work and all of the things we'd like to do once we've retired.
If you're facing a pension shortfall or need to meet an unexpected expense, equity release may be an option to consider. Generally, most of us think of saving as putting money aside with no risk, possibly using a bank deposit account, whereas investing conjures up the thought of taking some risk with our money for potentially greater returns.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.We all look forward to the day when we can stop or cut down on the amount of time we spend at work and all of the things we'd like to do once we've retired.
If you're facing a pension shortfall or need to meet an unexpected expense, equity release may be an option to consider. Generally, most of us think of saving as putting money aside with no risk, possibly using a bank deposit account, whereas investing conjures up the thought of taking some risk with our money for potentially greater returns.
Services
Our team has a wealth of experience that we use to make sure you get the best possible service.
At Barwells Wealth, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
We listen to your requirements and then use our experience to find you the best solutions.
We break down the key facts to allow you to make the decision that's right for you.
During the initial free, no-obligation meeting, Barwells Wealth will access your requirements, and you will be given clear information about the type of advice and level of service provided by the adviser and how much it will cost.
At Barwells Wealth, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
We listen to your requirements and then use our experience to find you the best solutions.
We break down the key facts to allow you to make the decision that's right for you.
During the initial free, no-obligation meeting, Barwells Wealth will access your requirements, and you will be given clear information about the type of advice and level of service provided by the adviser and how much it will cost.
Having studied Law at the University of Hertfordshire, Lee has over 18 years' experience within the Financial Services Industry.
He has gained professional examinations with the Institute of Financial Services and the Chartered Insurance Institute.
He is also an Associate Member of the Chartered Institute for Securities & Investment.
His areas of expertise include pension funding, retirement options, Financial Planning, investment planning, personal protection and trustee investment.
Lee also holds the specialist care fees planning qualification, CF8 and Equity Release qualification ER1 from the Chartered Insurance Institute.
He has gained professional examinations with the Institute of Financial Services and the Chartered Insurance Institute.
He is also an Associate Member of the Chartered Institute for Securities & Investment.
His areas of expertise include pension funding, retirement options, Financial Planning, investment planning, personal protection and trustee investment.
Lee also holds the specialist care fees planning qualification, CF8 and Equity Release qualification ER1 from the Chartered Insurance Institute.
At Barwells Wealth, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
We often meet clients at their place of work or their homes, but we also welcome visits to our offices in Glynde, East Sussex.
We will also work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.
We often meet clients at their place of work or their homes, but we also welcome visits to our offices in Glynde, East Sussex.
We will also work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.
At Barwells Wealth, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds.
Based in Glynde, East Sussex, we are not tied to any provider of financial products - we have access to the whole market and deliver a truly independent, unbiased and ethical advice service.
We will work closely and empathetically on your terms and at your pace, not ours.
After all, it takes time to develop a trust-based relationship.
Based in Glynde, East Sussex, we are not tied to any provider of financial products - we have access to the whole market and deliver a truly independent, unbiased and ethical advice service.
We will work closely and empathetically on your terms and at your pace, not ours.
After all, it takes time to develop a trust-based relationship.
The individual and group pensions market is an ever-changing world, especially with the introduction of the pension freedoms legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.
Barwells Wealth work with you to consider all the options based on your needs and risk appetite.
As part of the financial planning process, it is our job to blend the savings vehicles that will yield the most efficient income in retirement.
Planning for your retirement is possibly the most important financial decision you will ever make.
Barwells Wealth work with you to consider all the options based on your needs and risk appetite.
As part of the financial planning process, it is our job to blend the savings vehicles that will yield the most efficient income in retirement.
Planning for your retirement is possibly the most important financial decision you will ever make.
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