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.

3.3m sole traders to have ‘no pension by 2028’

3.3m sole traders to have ‘no pension by 2028’

More than three million self-employed people could be left without a pension in the next 10 years, according to a recent report. The warning came from the Association of Independent Professionals and the Self-Employed (IPSE). It made the claim based on the growth of...

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Small business owners hold on to cash for Brexit

Small business owners hold on to cash for Brexit

Small businesses across the UK have increased the amount of cash they hold in current accounts by over 78% over the past two years in anticipation of a Brexit fueled credit crunch. The hoarding reflects growing fears over the economy and a desire to have cash assets...

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Help-to-buy ISA closing date approaches

Help-to-buy ISA closing date approaches

First-time buyers have around four months left to open a help-to-buy ISA, before the scheme closes to new applicants on 30 November 2019. The help-to-buy ISA allows people to receive a 25% government bonus on savings they use to buy their first home, up to a maximum...

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Related Services

Tax Planning

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

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Strategic Advisory

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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