Our commitment to you

Our service will be friendly, courteous and responsive.
We will act with integrity and transparency in all our dealings with you.
We will work within the stated timeframes wherever possible, and if this is not possible due to circumstances beyond our control, we will keep you informed.
We want to develop a long-term partnership with you, to help you achieve your goals.
If the service we provide during the preparation of your Financial Plan falls short of your expectations we will automatically refund the amount of fees that you consider to be appropriate.

Your commitment to us

If we are to work successfully together to achieve your goals, we ask you to:

Provide any information and documentation we request to prepare and monitor your Financial Plan in a timely fashion.
Take time out of your busy life to give proper consideration to your Financial Planning.
Act quickly on any agreed action points.
Consider recommending our service to others, if you are happy and satisfied.

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.

CFP^CM and CERTIFIED FINANCIAL PLANNER^CM 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