Do you want to know the truth about your financial position?
Although most clients have in excess of £100,000 in investments including pensions, I do not have minimum qualifying criteria in terms of annual income or net worth. Rather I select whether or not to take on a client based on the answers to the following questions:
- You are looking to delegate financial decisions to a financial professional so that you can pursue the things you enjoy and are best suited to doing.
- You are motivated & serious about making smart decisions about your money.
- You follow through on your plans.
- You are polite and pleasant to deal with.
Most of my clients are company directors, business owners, members of the professions or retired private investors from in and around West Wales.
They all seek independent proactive and objective financial advice. They want someone who will tell them the truth about their financial position and not just someone to take orders.
The case studies below will hopefully give you a clearer idea of our ideal client and the value our Financial Planning Service can offer.
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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