Testimonials
GY – Accountant London
“We were having problems with delivering tailor-made tax and financial planning solutions to our clients. When we introduce to Tony a client we can leave him to sort out the client on his own, without us having to worry.”
PFH - Accountant Liverpool
"I've been the Tax Partner at DSG Chartered Accountants for 7 years now. I met Tony Barber through a mutual client and together we have advised on a successful tax efficient investment into a film partnership. Not only was Tony helpful and enthusiastic throughout the investment process but he continued to be afterwards monitoring progress until a tax refund of £80,000 was obtained. We both now have a client who feels that she has had excellent service."
MS Manchester
"When my father died, my Mum & I inherited a substantial amount of money that neither of us were use to dealing with. With Tony's help, advice & expertise, he has took a considerable amount of burden off my mum & myself by structuring our estates in a tax efficient manner for both Income Tax and Inheritance Tax. His friendly and approachable manner, and an eye to detail, inspires confidence in the work he has carried out for us so far."
BA Manchester
"I contacted Tony as I needed to evaluate my pension options prompted by the closure of my employers occupational pension scheme. Tony reviewed the options available to me and produced a set of recommendations which met my personal requests, including some very pertinent pieces of advice which I would not have considered on my own. My pension has been transferred successfully to a new home and I am now working with Tony to look at the rest of my financial plans."
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.
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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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