Business Details
23 Years
experience
Trusted Financial Advisers in Kenilworth
Barnett & Partners is an independent financial planning consultancy established in Kenilworth two decades ago. Our expertise lies in pension and retirement planning, lump sum investing for growth and income, and tax-efficient wealth management. We serve clients across Warwickshire and throughout the UK, offering personalized financial strategies tailored to individual needs. As an FCA-authorised firm (Financial Services Register No: 446240), we prioritise transparency, client education, and long-term financial security.Our team specialises in demystifying complex financial products, from health insurance to tax planning, ensuring clients make informed decisions. With a focus on both local community engagement and nationwide service delivery, we combine 20 years of industry experience with a client-centric approach. Our commitment to regulatory compliance and ethical standards ensures clients receive reliable, professional advice. We offer free initial consultations to help clients navigate their financial futures with confidence.
Services
Health Insurance
Investment Advice
Life Assurance
Pensions Planning
Regular Investment
Retirement Planning
Saving Strategies
Tax Planning
Details
- Year established: 2003
Highlights and features
- We offer 20 years of dedicated financial planning experience
- FCA-authorised firm ensuring regulatory compliance and client protection
- Personalised approach to pension and retirement planning
- Specialists in tax-efficient investment strategies
- Nationwide service with local community expertise
Associations and certifications
- Financial Conduct Authority
What people say
Expert pension guidance
Personalised strategies
20 years' experience
Tax-efficient solutions
FCA-regulated service
Services
Pensions Planning
We help clients assess and enhance their pension provisions through tailored strategies. Our experts guide clients through complex pension options while ensuring compliance with regulatory standards. Specialising in both defined benefit and contribution schemes, we focus on maximising retirement income through tax-efficient solutions.
Investment Advice
Our independent financial advisers create custom investment portfolios aligned with risk tolerance and financial goals. We specialise in balancing growth potential with capital protection through diversified investment vehicles. Our approach considers both short-term needs and long-term wealth accumulation objectives.
Tax Planning
We identify legitimate opportunities to reduce tax liabilities through strategic financial arrangements. Our services include inheritance tax mitigation, income tax optimisation, and corporate tax planning solutions. We ensure compliance while maximising after-tax returns for individuals and businesses.
Life Assurance
We provide comprehensive life insurance solutions to protect dependents and business interests. Our offerings include term life, whole of life, and critical illness coverage options. We help clients determine appropriate coverage levels based on individual circumstances and financial obligations.
Retirement Planning
Our specialists develop holistic retirement strategies considering income needs, healthcare costs, and estate planning. We combine pension optimisation with investment strategies to ensure sustainable income throughout retirement. The service includes cashflow modelling and phased retirement planning options.
People
Tim Barnett
Founder & Financial Adviser
With over 20 years' experience in financial services, Tim established Barnett & Partners to provide independent advice focused on client needs. He specialises in pension strategies and tax-efficient investments, holding FCA-approved qualifications in financial planning.
Questions
What financial services do you specialise in?
We specialise in pensions planning, retirement strategies, investment advice, tax planning, and life assurance solutions for individuals and businesses.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (Register No: 446240).
Do you offer free initial consultations?
Yes, we provide free one-hour consultations either at our Kenilworth office or at your home.
How do you charge for your services?
Our fee structure is transparent and discussed during initial consultations, with options for fixed fees or percentage-based arrangements.
Can you help with tax-efficient investments?
Yes, we specialise in creating tax-efficient investment portfolios tailored to individual circumstances and financial goals.
Do you serve clients outside Warwickshire?
Yes, while based in Kenilworth, we travel extensively throughout the UK to meet clients' needs.
