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
INSIGHT Spring 2019 is online now
Featuring the latest on Making Tax Digital, Cloud Accounting, Integrated apps, and of course tax changes to keep aware of it is a useful read for business owners.
Open Banking and how this impacts Xero
New EU standards, due to take effect from 14 September 2019, will change the way some banks connect to Xero. To comply with the new requirements, many of Xero’s bank feeds will be replaced by new direct feeds using Open Banking. What is Open Banking? Open Banking...
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Board level strategic advisory services to help your business grow, develop, and flourish.
Corporate Finance
From share valuations, to raising finance, to business sales or acquisitions, our experts are here to help.
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
Have a question?
We’re here to help. Contact us and we’ll be in touch.