Financial Planning and Wealth Management

Through our networks we are able to defer expert financial advice to people who want to preserve and grow their wealth responsibly for this generation and the next

Giving you long term secruity

Long-term planning of your finances involves careful assessment and thought.Long-term planning of your finances involves careful assessment and thought.

With proven methods and decades of experience, we have access to the expertise to help you manage your money for years to come, giving you peace of mind and security.

Our links to specialist, independent and fully qualified individuals, highly skilled in all areas of investment and long-term wealth management, including:

 

  • Retirement planning
  • Estate planning
  • Inheritance planning
  • Investments
  • Lifetime cash flow and financial planning
  • Wealth protection and life insurance
  • Corporate pensions
  • Key man and shareholder protections

Here at NR Barton, our links to market leading advisors mean we can work together to give you a unified and complete service. Together with leading financial planners our experts work together in areas such as trusts and tax planning, so the advice we give you is informed by their expertise too.

Meet our service specialists

Our insights

Read the latest insights from our team of industry leading experts.

Electric cars just got even more tax attractive

Electric cars just got even more tax attractive

The government's recent announcement of a 1.25% health and social care levy may have broken their election manifesto pledge in the eyes of many, but it has also made the switch to an electric company car even more attractive for company owners and employees. In April...

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Spring Budget 2021 – Budget Brochure

Spring Budget 2021 – Budget Brochure

It’s hard to believe Rishi Sunak has only been in office for a little over a year given what the Chancellor has had on his plate over the last 12 months. At lunchtime on 3rd March 2021 he delivered his second budget announcement, the first following the Coronavirus...

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Tax Planning

Expert and trusted advice to ensure your affairs are structured tax efficiently.

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Board level strategic advisory services to help your business grow, develop, and flourish.

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Corporate Finance

From share valuations, to raising finance, to business sales or acquisitions, our experts are here to help.

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Allied have been clients of NR Barton for 12 years and during this period, Neil and the team have provided us with quality advice and always reacted extremely promptly to any requests from ourselves.

– Alisdair Lindley, Allied Financial Services

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