Barrie focuses on his client’s personal goals and aspirations. He prides himself on being able to explain complex financial concepts in easy to understand ways. This has allowed Barrie to retain the clients he has had over many years as he is there throughout their life journey, from saving and building investment pots to retirement and beyond.
Barrie achieved the required Diploma status in 2012 and has advanced qualifications and experience in Taxation and Trusts and Pension Transfers and is deemed a Pension Transfer Specialist by the industry. Barrie is working towards achieving Chartered Status. He also has a keen interest in Estate Planning and Wealth succession. He can offer advice in all areas of financial planning and investments.