Welcome to Tony Barber Financial
To be financially well organised is something that many people strive for but few achieve. Money can bring with it all sorts of anxieties, irrespective of how wealthy you are; have I got enough, have I got too much, am I doing the right thing with it?
Many people feel that their financial affairs are out of control with no overall strategy. They don't know where they are and they don't have a plan to get to where they want to be.
Money is a means to an end. It's not money that is important; it?s what you do with it!
We spend time to ensure we understand exactly what it is our clients want out of life and then work together to create a Financial Plan to ensure that our clients can spend their time doing what?s important to them, not worrying about money.
Typically this involves a combination of:
- Investment Management
- Retirement and Pension Planning
- Tax Reduction
- Risk Mitigation
- Estate Planning
You might want to think of us as your very own ?Personal Finance Director?.
Please browse through the website to learn more about the way we do things.
No investment decision should be taken based on the content of this website. Always take full individual advice first, the regulations governing tax rates and investments may change in the future.
CFPCM and CERTIFIED FINANCIAL PLANNERCM are Certification Marks owned by Financial Planning Standards Board Ltd. Institute of Financial Planning is the sole licensing authority for the marks in the United Kingdom, through agreement with FPSB.
Whilst we choose carefully the links listed above, we are not responsible for the accuracy or the content of external sites.
Tony Barber Financial Ltd is an Appointed Representative of Financial Ltd which is Authorised and Regulated by the Financial Services Authority.
Company Registration Number - 5102278. FSA Number - 464539
Registered Office: Corner House, High Street, St Dogmaels, Cardigan, Pembrokeshire, SA43 3EQ
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