Kevin Barnes Financial Planning was established in 2012. The principal, Kevin Barnes APFS, is a Chartered Financial Planner. Chartered status represents the pinnacle of professional qualification within the industry.The firm provides the highest level of professional advice in a friendly and understandable way. By combining the knowledge of Kevin Barnes with technical backup from compliance partners and independent research companies, clients benefit from the highest possible level of market intelligence whilst receiving advice on a very personal basis from a firm that regards all clients as important.
What is a Chartered Financial Planner?
We are independent financial advisers. This means that we are under no obligation to any bank, insurance company, or investment house. Clients are directed to the best and most suitable arrangements available within the entire market place.
We are happy to provide advice on a wide range of financial planning issues to clients both new and long standing. The principal areas in which we specialise include:
Investment Planning • Pre and Post Retirement Pension Planning • Inheritance Tax Mitigation • Life and Critical Illness Insurance • Trustee Investments • Long Term Care Planning
The above list is not exhaustive and many other areas are also covered. Should you require advice, an initial discussion will enable us to establish whether we can assist. Where your requirements are outside of our sphere of expertise, we have close contact with a selection of associates, including solicitors, accountants and tax advisors that we would be happy to recommend.
Welcome to Kevin Barnes Financial Planning