Our purpose is to make a positive difference to you and your family and it is this purpose that energises us and shapes the culture of our business. People seek financial advice for a number of reasons, but most of the time it can be boiled down to one thing: peace of mind. You want to make sure that you can live the life you want to without running out of money.
It's a simple goal, but an important one. And we can help you achieve it. Everyone is unique, we know that one persons reasons or "why" will differ from the next, which is why we start there. We identify your circumstances now and what you want for the future. Then, and only then, we identify the resources you might need to satisfy these needs and achieve the future you want.
It's a simple goal, but an important one. And we can help you achieve it. Everyone is unique, we know that one persons reasons or "why" will differ from the next, which is why we start there. We identify your circumstances now and what you want for the future. Then, and only then, we identify the resources you might need to satisfy these needs and achieve the future you want.
Services
The Who
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Barnaby has over 12 years experience, and has built a high level of knowledge in all aspects of the industry and has had the opportunity to draw from the vast experience of his father Brian. Barnaby has attained many industry qualifications including the Diploma in Financial Planning and has committed to continuous professional development to ensure that he provides cutting edge financial advice.
The What
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We provide an Independent advice service. This means that we will make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market. We are constantly reviewing the market to ensure that the services and products we offer are appropriate to our clients.
Our How
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Most of the people in financial services focus almost exclusively on return on investment (how much do you have and how much did it earn?) While we attend to the ROI concern, our first focus is on a more important matter, RETURN ON LIFE which asks, "are you getting the best life possible with the money you have?"
Legal & Regulatory Disclaimers
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The FCA does not regulate tax planning or lifetime cash flow planning and certain aspects of corporate services. The Financial Conduct Authority is an independent body that regulates financial services in the UK. Bamford Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
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