Investments and Savings

What are your financial goals? Perhaps you're looking for capital growth, a regular income, to save for your children's education, or minimise your tax bill?  At the very least, you'll want to preserve your wealth and make a return in excess of inflation.

Whatever your short, medium or long-term goals, we're here to help make them a reality - no matter how complex your financial affairs are. Of course, your personal circumstances are unique, so we tailor our investment advice accordingly. Broadly speaking, this involves four key stages:

  • Assessing your financial position - this includes understanding your current circumstances, aspirations, goals and appetite for risk.
  • Developing a comprehensive plan - one based on robust and rigorous investment principles, such as effective diversification, strategic asset allocation, value for money, and consistent performance.
  • Putting your plan into action - we provide a clear timetable of what we will do and by when.
  • Staying on track - we can monitor and review your plan regularly, providing updates and reports.

Broad investment experience, focused advice

With proven experience, you can access expert advice on virtually every type of investment - equities, commodities, property or bonds - in the UK or international markets. We can also advise on using tax-efficient structures, including ISAs, pensions and investment bonds, as well as more complex and highly specialist schemes. It also means we can look at your finances comprehensively and so provide the right solutions that take into account the bigger picture.

Monitoring performance, continuously

Our team of expert analysts evaluate both the investments and companies we recommend continually. This means we can adapt your strategy and portfolio in response to market conditions, significant global events, as well as to changes in your personal situation.

Taking the long view

As independent financial advisers, much of what we do involves long-term planning. Just as important is our commitment to building a long-term relationship with you. This means that whatever type of advice you're after, you will feel confident that with Barwells you have the breadth of experience and depth of expertise you need to make the most of the present and the future - whatever it holds.