Business Details
40 Years
experience
Your Trusted Financial Advisers in Stourport on Severn
Established in 1986, we are a long-standing financial planning firm based in Stourport on Severn, serving clients across Worcestershire. Our founder, Neil Barton, has dedicated over three decades to providing impartial, client-focused advice on pensions, investments, and estate planning. As an FCA-authorised firm (reference 134672), we prioritise transparency, continuity, and tailored financial strategies. Our approach centres on understanding individual client needs, ensuring solutions align with personal goals and risk profiles. We specialise in retirement planning, tax-efficient investments, and inheritance tax mitigation, with a client base largely built through referrals.Our ongoing service includes annual portfolio reviews, ensuring long-term financial objectives remain on track. We maintain strong partnerships, such as with WIP for will-writing services, to offer holistic financial guidance. Client testimonials highlight our expertise in simplifying complex financial decisions and delivering consistent, reliable support. We operate from our High Street office, offering face-to-face consultations and free initial meetings to discuss financial aspirations.
Services
Financial Planning
Investment Advice
Pension Planning
Estate Planning
Retirement Planning
Details
- Year established: 1986
Highlights and features
- We have over 30 years of experience in financial planning and retirement advice.
- Our services are FCA-authorised and independently regulated for client protection.
- We provide free initial consultations with no obligation to proceed.
- Client referrals form the majority of our new business, reflecting trust in our service.
- We specialise in tax-efficient investment strategies for clients aged 50+.
Associations and certifications
- Financial Conduct Authority
What people say
Personalised service
Expert guidance
Friendly atmosphere
Helped secure retirement
Superior customer service
Services
Investment Advice
We design tax-efficient investment strategies to achieve steady capital growth. Our focus is on clients nearing or in retirement, offering regular premium or lump sum options. Annual portfolio reviews ensure alignment with evolving financial goals and market conditions.
Pension Planning
Our pension specialists help secure long-term retirement income through comprehensive analysis of existing plans. We provide retirement modellers to forecast fund values and sustainable income, ensuring informed decision-making under current legislation.
Estate Planning
We collaborate with WIP to offer will-writing and inheritance tax planning services. Our approach preserves family wealth and ensures assets are distributed according to client wishes, with legally binding and cost-effective solutions.
Financial Planning
We create bespoke financial roadmaps covering savings, investments, and retirement goals. Our process begins with understanding client circumstances, followed by detailed reporting on options and ongoing support to adapt to life changes.
Retirement Planning
Specialising in post-65 financial strategies, we help clients maximise pension benefits while managing tax implications. Our services include income sustainability analysis and guidance on pension freedoms introduced in recent reforms.
People
Neil Barton
Financial Adviser
Neil Barton, DipPFS, has provided independent financial advice since 1986. His expertise in retirement planning and tax-efficient investments has earned client trust through consistent, personalised service and transparent communication.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, estate planning, and retirement income strategies, with particular expertise in tax-efficient solutions for clients aged 50+.
Are your initial consultations free?
Yes, all initial meetings are free of charge and carry no obligation to proceed with our services.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA) under reference 134672, ensuring compliance with strict industry standards.
Do you serve areas outside Worcestershire?
While based in Stourport on Severn, we serve clients across Worcestershire, including Kidderminster and Stourbridge, with face-to-face and remote consultation options.
What investment risks should I be aware of?
Investments carry market risks, including potential capital loss. We carefully assess your risk tolerance and provide regular portfolio reviews to manage these risks effectively.
