Business Owners

If you are a business owner who is accumulating wealth, or if you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.

At Barwells Wealth, our work with business owners brings us into contact with companies of all sizes across the UK.

Our experienced team are able to offer truly holistic advice to employers and their staff across the whole financial services market.

We seek out the best wherever it can be found – best solutions, best technology and best communications. We create solutions for you that will point you in the direction you need to go to reduce costs and increase employee satisfaction.

With Barwells Wealth’s financial input, business owners can focus on what they excel at – building and developing thriving and profitable businesses.

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Private Clients
Private Clients

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.

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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.

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Divorce & Bereavement

If you’ve never had to manage the family finances, suddenly finding yourself in control can be frightening and confusing. You want someone you can trust, someone who won’t patronise you, someone who will take the time to explain how your money and investments work in plain and simple language.

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