About Barwells Wealth

You’re in safe hands with our experienced team. From our base in Glynde, we’ve provided reassurance and stability to clients across the region for over 25 years.
We help people who are:* Approaching retirement *However far away you are from the close of your career, you’ll feel more confident about what’s to come with a proper plan in place. Our experts can help.* Already retired *Now that your time is your own, it’s important to spend it well. Our specialists will help you do just that with a plan that’s tailored to your needs.* 3 reasons to use us *1. We are financial planners: That means we start by understanding you, and what you want, before we talk about financial products2. We are local: So we are always close by when you need us and very happy to meet face-to-face 3. We are independent: That means when the time comes to recommend a financial product or investment we can choose the right option for you from the whole of the market.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • :
  • Long term care

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